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
1676
$296K ﹤0.01%
4,617
+100
1677
$296K ﹤0.01%
3,541
-8,224
1678
$295K ﹤0.01%
7,436
+879
1679
$295K ﹤0.01%
4,407
-727
1680
$295K ﹤0.01%
+3,458
1681
$294K ﹤0.01%
33,994
-10,429
1682
$294K ﹤0.01%
+8,397
1683
$294K ﹤0.01%
9,556
+812
1684
$294K ﹤0.01%
12,300
-1,218
1685
$294K ﹤0.01%
10,406
-59
1686
$293K ﹤0.01%
9,877
+2,180
1687
$293K ﹤0.01%
6,406
+1,823
1688
$293K ﹤0.01%
3,888
-4,578
1689
$293K ﹤0.01%
24,188
+7,275
1690
$291K ﹤0.01%
5,328
+105
1691
$291K ﹤0.01%
5,484
-456
1692
$291K ﹤0.01%
+22,065
1693
$291K ﹤0.01%
3,497
-292
1694
$290K ﹤0.01%
5,075
-61,697
1695
$290K ﹤0.01%
24,442
-356
1696
$290K ﹤0.01%
20,165
+1,783
1697
$289K ﹤0.01%
+5,984
1698
$289K ﹤0.01%
3,974
+32
1699
$289K ﹤0.01%
2,952
-1,021
1700
$289K ﹤0.01%
18,149
+5,194
66 67
68
69 70