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
2501
$308K ﹤0.01%
18,458
+222
2502
$308K ﹤0.01%
4,451
+588
2503
$308K ﹤0.01%
21,929
-230
2504
$308K ﹤0.01%
8,699
+843
2505
$308K ﹤0.01%
1,800
2506
$307K ﹤0.01%
4,812
+55
2507
$307K ﹤0.01%
7,474
-1,000
2508
$307K ﹤0.01%
11,283
-105,473
2509
$306K ﹤0.01%
60,912
+35,002
2510
$306K ﹤0.01%
31,853
+15,253
2511
$305K ﹤0.01%
30,633
+1,361
2512
$304K ﹤0.01%
+9,218
2513
$304K ﹤0.01%
7,695
+269
2514
$304K ﹤0.01%
40,692
-239
2515
$303K ﹤0.01%
31,681
+1,972
2516
$302K ﹤0.01%
9,885
+3,372
2517
$302K ﹤0.01%
10,384
-162
2518
$302K ﹤0.01%
23,517
+782
2519
$302K ﹤0.01%
53,618
+1,295
2520
$301K ﹤0.01%
18,660
-1,920
2521
$301K ﹤0.01%
12,095
-1,553
2522
$300K ﹤0.01%
14,000
-1,222
2523
$300K ﹤0.01%
14,662
-1,348
2524
$300K ﹤0.01%
9,616
-966
2525
$300K ﹤0.01%
8,456
-19,023
99 100
101
102 103