Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.87B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,307
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.1M
3
+$14.1M
4
BND icon
Vanguard Total Bond Market
BND
+$14M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$13.7M

Top Sells

1
+$24.1M
2
+$10.1M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$9.87M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.43M

Sector Composition

1 Technology 5.51%
2 Financials 4.99%
3 Healthcare 3.94%
4 Industrials 3.71%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$340K ﹤0.01%
11,614
-528
1577
$340K ﹤0.01%
12,900
-6,832
1578
$340K ﹤0.01%
+16,275
1579
$340K ﹤0.01%
6,952
+415
1580
$339K ﹤0.01%
18,586
-280
1581
$338K ﹤0.01%
13,597
+1,615
1582
$338K ﹤0.01%
18,749
+801
1583
$338K ﹤0.01%
2,808
-38
1584
$338K ﹤0.01%
3,366
-33,089
1585
$337K ﹤0.01%
8,716
-328
1586
$337K ﹤0.01%
25,722
+1,119
1587
$336K ﹤0.01%
4,780
-170
1588
$336K ﹤0.01%
6,390
+256
1589
$334K ﹤0.01%
5,298
-724
1590
$333K ﹤0.01%
12,339
+148
1591
$332K ﹤0.01%
6,221
1592
$331K ﹤0.01%
4,073
+460
1593
$331K ﹤0.01%
16,659
-545
1594
$331K ﹤0.01%
8,150
+969
1595
$329K ﹤0.01%
2,945
+1,096
1596
$329K ﹤0.01%
2,040
+48
1597
$328K ﹤0.01%
20,183
-16,533
1598
$328K ﹤0.01%
5,609
1599
$328K ﹤0.01%
4,967
+208
1600
$327K ﹤0.01%
7,404
-902
62 63
64
65 66