Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$435M 4.91%
1,797,379
+39,053
2
$306M 3.45%
5,403,999
-113,154
3
$171M 1.92%
4,067,528
+298,384
4
$169M 1.9%
636,355
+17,222
5
$149M 1.68%
2,725,961
+250,265
6
$129M 1.45%
1,610,246
+175,750
7
$124M 1.4%
915,000
+83,461
8
$123M 1.39%
1,571,048
+123,469
9
$105M 1.18%
2,368,195
+12,326
10
$103M 1.16%
390,035
+47,803
11
$93.5M 1.05%
1,990,751
-50,194
12
$82.5M 0.93%
739,913
-33,129
13
$75.5M 0.85%
471,340
+68,626
14
$75.5M 0.85%
1,042,700
+120,180
15
$69.8M 0.79%
2,432,525
+492,144
16
$68.7M 0.77%
344,165
+21,572
17
$59.8M 0.67%
2,675,261
+324,421
18
$59.7M 0.67%
730,504
+85,459
19
$59.3M 0.67%
1,148,497
+73,264
20
$58M 0.65%
573,984
+16,840
21
$52.4M 0.59%
217,210
+49,546
22
$51.8M 0.58%
1,381,795
+269,420
23
$51.3M 0.58%
562,377
+36,563
24
$50.4M 0.57%
969,712
+37,352
25
$50.1M 0.57%
551,540
+62,528
1
2 3 4 5