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
1726
$279K ﹤0.01%
+14,010
1727
$278K ﹤0.01%
26,150
+670
1728
$278K ﹤0.01%
12,901
-3
1729
$277K ﹤0.01%
+9,762
1730
$277K ﹤0.01%
60,800
-4,554
1731
$277K ﹤0.01%
12,640
+538
1732
$277K ﹤0.01%
23,690
-690
1733
$276K ﹤0.01%
6,786
-309
1734
$276K ﹤0.01%
29
+2
1735
$276K ﹤0.01%
1,814
+9
1736
$275K ﹤0.01%
7,000
+907
1737
$275K ﹤0.01%
+7,315
1738
$274K ﹤0.01%
+18,906
1739
$274K ﹤0.01%
8,826
+203
1740
$272K ﹤0.01%
73,347
+2,350
1741
$272K ﹤0.01%
2,360
-557
1742
$271K ﹤0.01%
2,362
-293
1743
$271K ﹤0.01%
5,150
-3,301
1744
$271K ﹤0.01%
8,887
-225
1745
$271K ﹤0.01%
23,971
-72,775
1746
$270K ﹤0.01%
12,331
+1,472
1747
$269K ﹤0.01%
6,523
1748
$269K ﹤0.01%
+10,085
1749
$269K ﹤0.01%
42,792
+1,085
1750
$269K ﹤0.01%
4,485
-1,223
68 69
70
71 72