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
1926
$212K ﹤0.01%
6,728
-9,131
1927
$211K ﹤0.01%
3,655
-53,457
1928
$210K ﹤0.01%
+10,005
1929
$210K ﹤0.01%
17,025
-4,225
1930
$210K ﹤0.01%
+6,438
1931
$210K ﹤0.01%
+4,196
1932
$210K ﹤0.01%
5,713
+2
1933
$210K ﹤0.01%
+6,251
1934
$209K ﹤0.01%
13,102
-174
1935
$209K ﹤0.01%
+3,233
1936
$209K ﹤0.01%
4,310
+6
1937
$209K ﹤0.01%
18,315
-2,103
1938
$208K ﹤0.01%
+9,132
1939
$207K ﹤0.01%
+6,240
1940
$207K ﹤0.01%
3,581
-250
1941
$207K ﹤0.01%
6,825
+1,187
1942
$207K ﹤0.01%
12,159
+3,558
1943
$206K ﹤0.01%
+9,849
1944
$206K ﹤0.01%
12,948
-1,853
1945
$206K ﹤0.01%
8,066
-122,641
1946
$205K ﹤0.01%
5,246
-266
1947
$205K ﹤0.01%
4,025
-3
1948
$205K ﹤0.01%
8,560
-688
1949
$205K ﹤0.01%
+3,300
1950
$204K ﹤0.01%
+4,330
76 77
78
79 80