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
2126
$12K ﹤0.01%
+600
2127
$12K ﹤0.01%
11,935
+311
2128
– –
0
2129
– –
-89,142
2130
– –
-11,174
2131
– –
-44,683
2132
– –
-10,000
2133
– –
-11,338
2134
– –
-5,293
2135
– –
-39,150
2136
– –
-14,395
2137
– –
-31,367
2138
– –
-10,050
2139
– –
-8,700
2140
– –
-34,900
2141
– –
-6,734
2142
– –
-9,179
2143
– –
-4,564
2144
– –
-388
2145
– –
-38,980
2146
– –
-7,556
2147
– –
-186
2148
– –
-11,518
2149
– –
-51,827
2150
– –
-16,963
84 85
86
87 88