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 4.62%
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
2526
$299K ﹤0.01%
3,453
-272
2527
$299K ﹤0.01%
+4,380
2528
$297K ﹤0.01%
2,398
+96
2529
$297K ﹤0.01%
9,136
-6,257
2530
$296K ﹤0.01%
12,996
+2,212
2531
$296K ﹤0.01%
12,486
+913
2532
$296K ﹤0.01%
8,921
+752
2533
$296K ﹤0.01%
+9,446
2534
$295K ﹤0.01%
7,804
2535
$295K ﹤0.01%
44,826
+13,660
2536
$294K ﹤0.01%
5,177
+1,441
2537
$294K ﹤0.01%
+20,013
2538
$294K ﹤0.01%
13,326
-946
2539
$294K ﹤0.01%
17,436
-1,366
2540
$294K ﹤0.01%
8,401
+227
2541
$294K ﹤0.01%
9,803
+1,705
2542
$294K ﹤0.01%
16,349
+3,782
2543
$293K ﹤0.01%
16,515
+248
2544
$293K ﹤0.01%
+2,813
2545
$293K ﹤0.01%
2,379
-738
2546
$293K ﹤0.01%
12,579
-5,984
2547
$293K ﹤0.01%
11,966
-2,800
2548
$293K ﹤0.01%
7,292
-525
2549
$291K ﹤0.01%
1,970
-180
2550
$291K ﹤0.01%
17,886
-2,297
100 101
102
103 104