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
1751
$269K ﹤0.01%
+3,122
1752
$268K ﹤0.01%
7,996
1753
$267K ﹤0.01%
+24,545
1754
$267K ﹤0.01%
+3,602
1755
$266K ﹤0.01%
4,182
-58
1756
$266K ﹤0.01%
6,973
-2,835
1757
$266K ﹤0.01%
4,588
+856
1758
$266K ﹤0.01%
30,882
-11,138
1759
$265K ﹤0.01%
+7,228
1760
$265K ﹤0.01%
6,450
1761
$264K ﹤0.01%
3,233
+13
1762
$264K ﹤0.01%
7,018
-68
1763
$263K ﹤0.01%
23,311
-2,716
1764
$263K ﹤0.01%
+10,367
1765
$263K ﹤0.01%
+5,635
1766
$263K ﹤0.01%
10,226
-483
1767
$263K ﹤0.01%
15,689
-2,890
1768
$263K ﹤0.01%
5,134
-149
1769
$262K ﹤0.01%
20,871
+6,983
1770
$261K ﹤0.01%
5,304
-462
1771
$261K ﹤0.01%
5,662
+378
1772
$261K ﹤0.01%
+2,531
1773
$261K ﹤0.01%
5,704
-69
1774
$261K ﹤0.01%
2,999
-174
1775
$260K ﹤0.01%
+11,742
69 70
71
72 73