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
1976
$185K ﹤0.01%
32,102
-353
1977
$182K ﹤0.01%
+10,062
1978
$181K ﹤0.01%
13,778
-2,265
1979
$181K ﹤0.01%
16,493
+1,000
1980
$181K ﹤0.01%
11,342
-1,230
1981
$181K ﹤0.01%
14,383
+2,175
1982
$180K ﹤0.01%
15,173
-105,580
1983
$178K ﹤0.01%
5,902
-388
1984
$178K ﹤0.01%
18,395
-3,674
1985
$177K ﹤0.01%
47,509
-23,813
1986
$177K ﹤0.01%
13,546
+49
1987
$177K ﹤0.01%
294
+6
1988
$176K ﹤0.01%
24,155
+155
1989
$176K ﹤0.01%
16,140
+64
1990
$176K ﹤0.01%
18,352
+984
1991
$174K ﹤0.01%
2,898
+152
1992
$173K ﹤0.01%
35,445
-6,657
1993
$172K ﹤0.01%
12,259
-1,495
1994
$169K ﹤0.01%
13,704
+870
1995
$167K ﹤0.01%
13,270
-6,249
1996
$166K ﹤0.01%
12,409
+273
1997
$166K ﹤0.01%
10,800
-770
1998
$165K ﹤0.01%
14,795
-1,950
1999
$164K ﹤0.01%
41,776
-26,028
2000
$162K ﹤0.01%
24,281
-21,930
78 79
80
81 82