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
201
$8.78M 0.1%
67,714
+22,467
202
$8.77M 0.1%
214,656
+30,604
203
$8.69M 0.1%
172,422
+92,116
204
$8.65M 0.1%
45,895
+3,688
205
$8.51M 0.1%
+70,208
206
$8.41M 0.09%
248,205
+70,724
207
$8.38M 0.09%
143,480
-4,943
208
$8.38M 0.09%
162,399
+77,311
209
$8.38M 0.09%
305,688
+43,319
210
$8.35M 0.09%
50,903
-22,154
211
$8.29M 0.09%
95,372
-103,474
212
$8.24M 0.09%
295,434
+148,721
213
$8.21M 0.09%
153,523
+20,065
214
$8.16M 0.09%
162,010
-14,815
215
$8.13M 0.09%
14,998
+1,296
216
$8.11M 0.09%
383,820
+17,001
217
$8.03M 0.09%
75,188
+3,053
218
$8M 0.09%
384,114
+42,686
219
$8M 0.09%
660,132
-24,048
220
$7.99M 0.09%
128,133
+15,193
221
$7.96M 0.09%
176,546
+4,873
222
$7.95M 0.09%
156,087
+122,924
223
$7.94M 0.09%
219,816
+10,988
224
$7.93M 0.09%
127,417
+7,629
225
$7.9M 0.09%
76,577
-3,142
7 8
9
10 11