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
1876
$229K ﹤0.01%
8,995
+1,150
1877
$229K ﹤0.01%
3,073
-172
1878
$229K ﹤0.01%
+3,885
1879
$228K ﹤0.01%
13,638
+1,375
1880
$228K ﹤0.01%
2,611
-194
1881
$228K ﹤0.01%
8,564
-4,063
1882
$228K ﹤0.01%
+23,250
1883
$227K ﹤0.01%
+4,325
1884
$227K ﹤0.01%
+1,517
1885
$227K ﹤0.01%
19,439
+213
1886
$227K ﹤0.01%
13,952
-1,672
1887
$227K ﹤0.01%
10,890
+360
1888
$227K ﹤0.01%
41,125
-5,606
1889
$226K ﹤0.01%
4,652
-210
1890
$226K ﹤0.01%
+2,793
1891
$225K ﹤0.01%
17,744
+14
1892
$224K ﹤0.01%
+6,538
1893
$223K ﹤0.01%
+5,663
1894
$223K ﹤0.01%
1,965
+152
1895
$222K ﹤0.01%
+13,122
1896
$222K ﹤0.01%
40,601
-703
1897
$222K ﹤0.01%
+11,484
1898
$221K ﹤0.01%
7,418
+168
1899
$221K ﹤0.01%
+7,337
1900
$221K ﹤0.01%
5,474
-2,225
74 75
76
77 78