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
$21.9B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,346
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$39.3M
3
+$37.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$35.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$32.4M

Top Sells

1
+$41.6M
2
+$36.2M
3
+$27.4M
4
NVDA icon
NVIDIA
NVDA
+$23.8M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$23M

Sector Composition

1 Technology 10.43%
2 Financials 4.61%
3 Consumer Discretionary 4.22%
4 Healthcare 3.87%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.5M 0.09%
344,586
+33,393
227
$19.4M 0.09%
244,838
+43,862
228
$19.3M 0.09%
37,073
-463
229
$19.2M 0.09%
174,083
-327,537
230
$19.2M 0.09%
462,685
-34,890
231
$19.2M 0.09%
338,656
+112,641
232
$18.8M 0.09%
389,920
-89,427
233
$18.7M 0.09%
300,716
+15,836
234
$18.6M 0.08%
545,364
+35,823
235
$18.6M 0.08%
121,869
-24,047
236
$18.5M 0.08%
219,821
+55,511
237
$18.4M 0.08%
717,932
+5,143
238
$18.4M 0.08%
404,860
+5,431
239
$18.3M 0.08%
368,460
-255,800
240
$18.3M 0.08%
454,330
+35,769
241
$18.2M 0.08%
627,807
+57,875
242
$18M 0.08%
105,962
+9,255
243
$17.9M 0.08%
420,490
+1,106
244
$17.9M 0.08%
1,165,632
+141,726
245
$17.7M 0.08%
795,080
+175,475
246
$17.7M 0.08%
369,596
-331,723
247
$17.5M 0.08%
580,857
-98,451
248
$17.4M 0.08%
149,220
+5,828
249
$17.3M 0.08%
660,042
-30,538
250
$17.3M 0.08%
225,582
+55,870
8 9
10
11 12