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
151
$12M 0.14%
207,010
+25,534
152
$11.9M 0.13%
153,952
+47,938
153
$11.9M 0.13%
260,060
+144,532
154
$11.8M 0.13%
235,436
-19,651
155
$11.5M 0.13%
166,894
+8,824
156
$11.4M 0.13%
542,876
+37,210
157
$11.4M 0.13%
711,527
+24,178
158
$11.3M 0.13%
217,901
+9,731
159
$11.3M 0.13%
286,254
-88,221
160
$11.3M 0.13%
388,618
-108,579
161
$11.2M 0.13%
171,592
+21,833
162
$11.1M 0.13%
249,298
+11,051
163
$10.9M 0.12%
315,476
+9,486
164
$10.8M 0.12%
266,236
+86,372
165
$10.7M 0.12%
620,804
-47,212
166
$10.6M 0.12%
626,779
+90,294
167
$10.5M 0.12%
68,443
-1,186
168
$10.5M 0.12%
198,156
+2,600
169
$10.4M 0.12%
124,894
+28,189
170
$10.4M 0.12%
76,306
-9,416
171
$10.4M 0.12%
91,919
+14,058
172
$10.3M 0.12%
60,241
-22,557
173
$10.3M 0.12%
243,816
+50,712
174
$10.2M 0.12%
209,614
+3,474
175
$10.2M 0.11%
165,382
+20,872
5 6
7
8 9