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
1801
$251K ﹤0.01%
7,595
-253
1802
$251K ﹤0.01%
7,868
-312
1803
$250K ﹤0.01%
7,596
-2,592
1804
$250K ﹤0.01%
1,225
+7
1805
$250K ﹤0.01%
10,175
-759
1806
$250K ﹤0.01%
5,855
-18,341
1807
$250K ﹤0.01%
7,432
+4,239
1808
$250K ﹤0.01%
1,332
+487
1809
$250K ﹤0.01%
5,581
-650
1810
$249K ﹤0.01%
3,629
+529
1811
$249K ﹤0.01%
4,569
+1,103
1812
$249K ﹤0.01%
6,513
1813
$248K ﹤0.01%
+5,005
1814
$248K ﹤0.01%
2,652
+839
1815
$247K ﹤0.01%
18,703
-28,918
1816
$247K ﹤0.01%
13,632
1817
$246K ﹤0.01%
19,578
+32
1818
$246K ﹤0.01%
6,494
+130
1819
$246K ﹤0.01%
+801
1820
$245K ﹤0.01%
5,394
-6,026
1821
$245K ﹤0.01%
12,746
+1,445
1822
$245K ﹤0.01%
8,601
+83
1823
$245K ﹤0.01%
10,317
+2,688
1824
$244K ﹤0.01%
8,667
+136
1825
$244K ﹤0.01%
5,065
-202
71 72
73
74 75