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
2101
$43K ﹤0.01%
+10,000
2102
$42K ﹤0.01%
5,819
+270
2103
$41K ﹤0.01%
1,882
+446
2104
$41K ﹤0.01%
17,691
+3,539
2105
$40K ﹤0.01%
20,000
2106
$40K ﹤0.01%
4,609
+1,250
2107
$37K ﹤0.01%
17,653
-2,088
2108
$33K ﹤0.01%
+784
2109
$33K ﹤0.01%
132
2110
$33K ﹤0.01%
25,869
-245
2111
$32K ﹤0.01%
129
-248
2112
$31K ﹤0.01%
734
2113
$30K ﹤0.01%
15,851
-2,380
2114
$29K ﹤0.01%
10,735
2115
$29K ﹤0.01%
1,065
2116
$28K ﹤0.01%
3,920
-2,631
2117
$25K ﹤0.01%
10,329
-467
2118
$25K ﹤0.01%
1,587
2119
$24K ﹤0.01%
10,010
2120
$24K ﹤0.01%
4,308
2121
$23K ﹤0.01%
512
+40
2122
$22K ﹤0.01%
474
2123
$20K ﹤0.01%
2,260
2124
$18K ﹤0.01%
+12,334
2125
$15K ﹤0.01%
+225
83 84
85
86 87