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
1851
$236K ﹤0.01%
+5,629
1852
$235K ﹤0.01%
3,437
+240
1853
$235K ﹤0.01%
+5,588
1854
$234K ﹤0.01%
9,189
-1,200
1855
$233K ﹤0.01%
+105
1856
$233K ﹤0.01%
3,504
+238
1857
$233K ﹤0.01%
+9,109
1858
$233K ﹤0.01%
+3,670
1859
$233K ﹤0.01%
1,052
+103
1860
$233K ﹤0.01%
14,790
+4,226
1861
$233K ﹤0.01%
3,789
-167
1862
$233K ﹤0.01%
24,142
-1,131
1863
$232K ﹤0.01%
10,860
+168
1864
$232K ﹤0.01%
6,575
-15
1865
$232K ﹤0.01%
19,240
+330
1866
$232K ﹤0.01%
83
+3
1867
$232K ﹤0.01%
7,686
-59
1868
$232K ﹤0.01%
7,136
-591
1869
$232K ﹤0.01%
1,154
-185
1870
$231K ﹤0.01%
3,168
-69
1871
$231K ﹤0.01%
4,626
+12
1872
$231K ﹤0.01%
+8,091
1873
$230K ﹤0.01%
+7,227
1874
$230K ﹤0.01%
+7,344
1875
$230K ﹤0.01%
5,020
-51,850
73 74
75
76 77