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
2201
– –
-15,551
2202
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-443
2203
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-14,635
2204
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-45,227
2205
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-3,789
2206
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-10,028
2207
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-15,364
2208
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-11,681
2209
– –
-29,007
2210
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-12,679
2211
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-1,200
2212
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-5,493
2213
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-14,099
2214
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-24,509
2215
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-2,944
2216
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-3,294
2217
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-21,154
2218
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-58,080
2219
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-3,688
2220
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-4,944
2221
– –
-16,606
2222
– –
-10,940
2223
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-32,861
2224
– –
-4,051
2225
– –
-8,082
87 88
89
90 91