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
1776
$260K ﹤0.01%
10,932
-6,595
1777
$259K ﹤0.01%
3,772
+325
1778
$259K ﹤0.01%
15,530
+1,976
1779
$259K ﹤0.01%
6,221
-555
1780
$259K ﹤0.01%
41,743
-505
1781
$259K ﹤0.01%
1,754
+57
1782
$259K ﹤0.01%
3,702
-229
1783
$257K ﹤0.01%
8,750
1784
$257K ﹤0.01%
2,308
-1,158
1785
$257K ﹤0.01%
+17,519
1786
$256K ﹤0.01%
+4,987
1787
$255K ﹤0.01%
3,994
+51
1788
$255K ﹤0.01%
+5,100
1789
$255K ﹤0.01%
+1,720
1790
$255K ﹤0.01%
8,174
-1,118
1791
$255K ﹤0.01%
5,847
-12,972
1792
$255K ﹤0.01%
29,597
-6,337
1793
$254K ﹤0.01%
10,183
+196
1794
$253K ﹤0.01%
20,731
+1,805
1795
$253K ﹤0.01%
17,425
+3,290
1796
$253K ﹤0.01%
8,787
+72
1797
$253K ﹤0.01%
15,324
+75
1798
$253K ﹤0.01%
+3,212
1799
$252K ﹤0.01%
7,104
-1,176
1800
$252K ﹤0.01%
565
+23
70 71
72
73 74