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
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2239
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2240
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2250
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88 89
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91 92