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
1951
$204K ﹤0.01%
+3,256
1952
$204K ﹤0.01%
+15,062
1953
$204K ﹤0.01%
18,678
-17,375
1954
$203K ﹤0.01%
+6,385
1955
$203K ﹤0.01%
8,919
+113
1956
$203K ﹤0.01%
38,889
-591
1957
$203K ﹤0.01%
4,564
-49
1958
$203K ﹤0.01%
+2,681
1959
$203K ﹤0.01%
11,783
1960
$202K ﹤0.01%
9,172
-3,742
1961
$201K ﹤0.01%
24,586
-1,872
1962
$199K ﹤0.01%
16,870
+2,379
1963
$199K ﹤0.01%
67,655
-630
1964
$198K ﹤0.01%
13,766
+377
1965
$198K ﹤0.01%
12,744
-4,534
1966
$197K ﹤0.01%
17,361
+1,049
1967
$197K ﹤0.01%
13,035
-1,629
1968
$197K ﹤0.01%
335
+7
1969
$196K ﹤0.01%
11,108
+11
1970
$193K ﹤0.01%
12,674
-615
1971
$193K ﹤0.01%
24,463
-5,581
1972
$191K ﹤0.01%
21,012
+10,736
1973
$190K ﹤0.01%
23,078
+2,528
1974
$189K ﹤0.01%
14,061
-14,458
1975
$187K ﹤0.01%
+15,300
77 78
79
80 81