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
1651
$308K ﹤0.01%
+9,025
1652
$308K ﹤0.01%
3,460
-1,266
1653
$308K ﹤0.01%
17,438
-3,894
1654
$308K ﹤0.01%
24,745
+2,958
1655
$305K ﹤0.01%
14,666
-184
1656
$304K ﹤0.01%
11,245
+1,907
1657
$302K ﹤0.01%
+2,390
1658
$302K ﹤0.01%
+9,721
1659
$301K ﹤0.01%
94,411
+251
1660
$301K ﹤0.01%
3,894
1661
$300K ﹤0.01%
+5,401
1662
$300K ﹤0.01%
5,817
+144
1663
$299K ﹤0.01%
+7,002
1664
$299K ﹤0.01%
5,678
+392
1665
$299K ﹤0.01%
2,044
+21
1666
$299K ﹤0.01%
4,933
-273
1667
$298K ﹤0.01%
13,236
-17,257
1668
$298K ﹤0.01%
+30,759
1669
$298K ﹤0.01%
6,747
-2,643
1670
$298K ﹤0.01%
9,524
-376
1671
$297K ﹤0.01%
3,577
-520
1672
$297K ﹤0.01%
+2,802
1673
$297K ﹤0.01%
2,581
-194
1674
$297K ﹤0.01%
21,476
+4,185
1675
$296K ﹤0.01%
8,610
-390
65 66
67
68 69