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
2476
$321K ﹤0.01%
23,477
-2,235
2477
$321K ﹤0.01%
+10,622
2478
$319K ﹤0.01%
8,055
-832
2479
$319K ﹤0.01%
23,231
-3,740
2480
$319K ﹤0.01%
2,788
+3
2481
$319K ﹤0.01%
5,277
+503
2482
$317K ﹤0.01%
73,826
+4,775
2483
$316K ﹤0.01%
41,979
-10,084
2484
$315K ﹤0.01%
13,947
-4,039
2485
$314K ﹤0.01%
7,400
+302
2486
$314K ﹤0.01%
10,061
-1,077
2487
$314K ﹤0.01%
1,690
+14
2488
$314K ﹤0.01%
3,974
+79
2489
$314K ﹤0.01%
14,587
-970
2490
$314K ﹤0.01%
21,693
2491
$313K ﹤0.01%
3,698
-237
2492
$313K ﹤0.01%
13,012
-271
2493
$313K ﹤0.01%
26,439
-453
2494
$312K ﹤0.01%
1,646
-97
2495
$312K ﹤0.01%
5,783
-12,830
2496
$310K ﹤0.01%
9,493
+3,647
2497
$310K ﹤0.01%
2,765
+535
2498
$310K ﹤0.01%
20,850
-93
2499
$309K ﹤0.01%
26,978
-1,967
2500
$308K ﹤0.01%
6,476
-597
98 99
100
101 102