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
1626
$317K ﹤0.01%
2,636
+34
1627
$316K ﹤0.01%
7,894
-49
1628
$316K ﹤0.01%
9,400
+1,596
1629
$315K ﹤0.01%
8,553
-1,064
1630
$315K ﹤0.01%
12,250
+84
1631
$315K ﹤0.01%
+8,305
1632
$315K ﹤0.01%
12,732
+3,731
1633
$314K ﹤0.01%
14,230
+1,783
1634
$314K ﹤0.01%
8,032
-18,002
1635
$314K ﹤0.01%
15,323
+294
1636
$314K ﹤0.01%
14,206
-589
1637
$313K ﹤0.01%
22,808
+1,000
1638
$313K ﹤0.01%
26,694
1639
$313K ﹤0.01%
8,296
+725
1640
$313K ﹤0.01%
25,624
-452
1641
$313K ﹤0.01%
12,739
-143
1642
$313K ﹤0.01%
+9,431
1643
$312K ﹤0.01%
7,881
+2,250
1644
$311K ﹤0.01%
+3,457
1645
$311K ﹤0.01%
6,249
-1,246
1646
$310K ﹤0.01%
23,712
+6,666
1647
$309K ﹤0.01%
14,364
+472
1648
$309K ﹤0.01%
+11,228
1649
$309K ﹤0.01%
27,457
+850
1650
$308K ﹤0.01%
4,967
+715
64 65
66
67 68