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
2076
$70K ﹤0.01%
16,021
-7,743
2077
$69K ﹤0.01%
+23,395
2078
$69K ﹤0.01%
11,248
2079
$67K ﹤0.01%
10,000
2080
$66K ﹤0.01%
1,491
-134
2081
$65K ﹤0.01%
1,253
-110
2082
– –
0
2083
$63K ﹤0.01%
22,990
-2,837
2084
$61K ﹤0.01%
+10,287
2085
$60K ﹤0.01%
10,400
-2,243
2086
$60K ﹤0.01%
3,069
-600
2087
$58K ﹤0.01%
19,563
+945
2088
$58K ﹤0.01%
18,550
+1,500
2089
$57K ﹤0.01%
2,775
-325
2090
$56K ﹤0.01%
20,273
+247
2091
$56K ﹤0.01%
983
+58
2092
$54K ﹤0.01%
893
2093
$54K ﹤0.01%
11,276
-6,445
2094
$49K ﹤0.01%
7,174
-214
2095
$49K ﹤0.01%
10,853
-5,500
2096
$47K ﹤0.01%
24,915
-3,420
2097
$46K ﹤0.01%
+3,636
2098
$45K ﹤0.01%
12,206
-601
2099
$44K ﹤0.01%
19,494
-2,826
2100
$44K ﹤0.01%
+12,075
82 83
84
85 86