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
1601
$327K ﹤0.01%
6,308
+1,490
1602
$326K ﹤0.01%
53,565
-4,478
1603
$325K ﹤0.01%
53,021
+7,590
1604
$325K ﹤0.01%
11,364
+3,202
1605
$325K ﹤0.01%
29,170
-2,900
1606
$324K ﹤0.01%
8,907
+1,517
1607
$324K ﹤0.01%
6,145
+1,270
1608
$324K ﹤0.01%
27,707
-3,056
1609
$324K ﹤0.01%
5,750
1610
$323K ﹤0.01%
13,286
-15,859
1611
$323K ﹤0.01%
12,737
+1,710
1612
$323K ﹤0.01%
11,294
1613
$322K ﹤0.01%
1,968
-100
1614
$322K ﹤0.01%
34,431
1615
$321K ﹤0.01%
16,228
+5,287
1616
$321K ﹤0.01%
+19,435
1617
$321K ﹤0.01%
10,145
+1,131
1618
$321K ﹤0.01%
24,511
+6,462
1619
$321K ﹤0.01%
44,989
-3,039
1620
$320K ﹤0.01%
51,303
-36,854
1621
$318K ﹤0.01%
5,233
+151
1622
$318K ﹤0.01%
8,440
+1,620
1623
$318K ﹤0.01%
25,008
+3,220
1624
$318K ﹤0.01%
+101,170
1625
$318K ﹤0.01%
12,523
-2,207
63 64
65
66 67