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
1901
$221K ﹤0.01%
18,843
+1,561
1902
$221K ﹤0.01%
+7,806
1903
$220K ﹤0.01%
+6,408
1904
$220K ﹤0.01%
10,897
-325
1905
$219K ﹤0.01%
1,198
+301
1906
$219K ﹤0.01%
20,474
1907
$219K ﹤0.01%
+1,443
1908
$219K ﹤0.01%
18,459
+5,867
1909
$219K ﹤0.01%
1,587
+101
1910
$218K ﹤0.01%
16,286
+3,123
1911
$217K ﹤0.01%
+4,418
1912
$217K ﹤0.01%
+8,831
1913
$217K ﹤0.01%
11,780
-160
1914
$216K ﹤0.01%
+5,555
1915
$216K ﹤0.01%
4,801
-2,813
1916
$215K ﹤0.01%
3,341
-43
1917
$215K ﹤0.01%
23,360
+223
1918
$215K ﹤0.01%
2,221
-144
1919
$215K ﹤0.01%
+13,904
1920
$214K ﹤0.01%
651
-2,318
1921
$214K ﹤0.01%
+8,391
1922
$213K ﹤0.01%
7,991
-6,138
1923
$213K ﹤0.01%
17,498
+400
1924
$212K ﹤0.01%
+8,217
1925
$212K ﹤0.01%
12,052
+614
75 76
77
78 79