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
2001
$162K ﹤0.01%
12,637
+320
2002
$161K ﹤0.01%
16,578
-3,354
2003
$161K ﹤0.01%
19,840
+9,700
2004
$159K ﹤0.01%
15,244
+133
2005
$159K ﹤0.01%
13,130
-9,894
2006
$158K ﹤0.01%
10,914
-1,238
2007
$158K ﹤0.01%
12,100
+988
2008
$158K ﹤0.01%
+11,113
2009
$156K ﹤0.01%
11,631
2010
$154K ﹤0.01%
12,481
+126
2011
$153K ﹤0.01%
17,005
-21,086
2012
$153K ﹤0.01%
25,541
-2,447
2013
$153K ﹤0.01%
14,408
+659
2014
$153K ﹤0.01%
10,810
+245
2015
$153K ﹤0.01%
1,938
+421
2016
$152K ﹤0.01%
15,922
-3,272
2017
$151K ﹤0.01%
13,490
-3,570
2018
$150K ﹤0.01%
10,899
-277
2019
$148K ﹤0.01%
+11,701
2020
$145K ﹤0.01%
+15,313
2021
$143K ﹤0.01%
17,625
+2,143
2022
$143K ﹤0.01%
19,669
-7,221
2023
$141K ﹤0.01%
15,653
-950
2024
$137K ﹤0.01%
+13,567
2025
$136K ﹤0.01%
13,614
-5,825
79 80
81
82 83