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
1826
$243K ﹤0.01%
+22,675
1827
$243K ﹤0.01%
4,057
-105
1828
$243K ﹤0.01%
7,137
+522
1829
$243K ﹤0.01%
18,576
+381
1830
$243K ﹤0.01%
9,407
+50
1831
$243K ﹤0.01%
20,651
-1,894
1832
$243K ﹤0.01%
115,760
-500
1833
$243K ﹤0.01%
12,850
1834
$243K ﹤0.01%
+7,789
1835
$243K ﹤0.01%
19,782
+3,313
1836
$242K ﹤0.01%
34,772
-4,727
1837
$242K ﹤0.01%
12,000
-175
1838
$242K ﹤0.01%
77,500
-3,267
1839
$241K ﹤0.01%
18,954
+339
1840
$241K ﹤0.01%
7,094
+172
1841
$241K ﹤0.01%
+5,400
1842
$240K ﹤0.01%
8,427
+279
1843
$240K ﹤0.01%
19,422
-3,828
1844
$240K ﹤0.01%
+41,000
1845
$240K ﹤0.01%
14,474
-1,784
1846
$239K ﹤0.01%
2,181
-93
1847
$238K ﹤0.01%
+8,170
1848
$237K ﹤0.01%
5,135
-4,922
1849
$237K ﹤0.01%
3,701
-298
1850
$236K ﹤0.01%
4,886
-7,155
72 73
74
75 76