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
1701
$288K ﹤0.01%
24,691
+548
1702
$288K ﹤0.01%
11,696
-13,977
1703
$288K ﹤0.01%
20,572
+5,741
1704
$287K ﹤0.01%
101,342
-673
1705
$287K ﹤0.01%
59,746
-2,900
1706
$287K ﹤0.01%
48,992
+14,500
1707
$287K ﹤0.01%
4,089
+947
1708
$286K ﹤0.01%
4,642
-1,376
1709
$286K ﹤0.01%
+11,608
1710
$285K ﹤0.01%
6,737
-49
1711
$285K ﹤0.01%
6,991
+809
1712
$285K ﹤0.01%
2,629
1713
$285K ﹤0.01%
3,617
-696
1714
$284K ﹤0.01%
7,721
+49
1715
$284K ﹤0.01%
15,977
+743
1716
$284K ﹤0.01%
11,143
-2,883
1717
$283K ﹤0.01%
16,104
-155,326
1718
$283K ﹤0.01%
7,017
-6,657
1719
$283K ﹤0.01%
+6,680
1720
$282K ﹤0.01%
3,714
+310
1721
$282K ﹤0.01%
3,600
+422
1722
$281K ﹤0.01%
2,807
-86
1723
$281K ﹤0.01%
8,065
-531
1724
$280K ﹤0.01%
+3,110
1725
$279K ﹤0.01%
18,360
-972
67 68
69
70 71