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
176
$10.1M 0.11%
953,040
-74,670
177
$10M 0.11%
91,122
+30,345
178
$9.97M 0.11%
156,355
-4,504
179
$9.94M 0.11%
103,633
+551
180
$9.92M 0.11%
322,757
-122,650
181
$9.86M 0.11%
143,872
+2,019
182
$9.82M 0.11%
145,622
+1,971
183
$9.8M 0.11%
82,176
+26,359
184
$9.76M 0.11%
96,339
+17,584
185
$9.76M 0.11%
213,248
-44,600
186
$9.72M 0.11%
188,308
+28,716
187
$9.68M 0.11%
44,858
+2,671
188
$9.58M 0.11%
201,130
+8,881
189
$9.57M 0.11%
456,183
+18,222
190
$9.56M 0.11%
223,517
-925
191
$9.51M 0.11%
108,388
+13,660
192
$9.35M 0.11%
77,604
+14,306
193
$9.31M 0.1%
26,655
-28,354
194
$9.27M 0.1%
+489,150
195
$9.26M 0.1%
4,453
+1,048
196
$9.21M 0.1%
326,398
-38,488
197
$9.1M 0.1%
365,046
-29,542
198
$9.09M 0.1%
437,772
+41,476
199
$8.84M 0.1%
148,768
+126,988
200
$8.82M 0.1%
381,453
+116,988
6 7
8
9 10