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
2551
$291K ﹤0.01%
+33,169
2552
$291K ﹤0.01%
15,612
+1,878
2553
$290K ﹤0.01%
5,519
-1,674
2554
$290K ﹤0.01%
4,248
-8
2555
$290K ﹤0.01%
10,497
-1,842
2556
$289K ﹤0.01%
8,704
-689
2557
$289K ﹤0.01%
11,761
+835
2558
$289K ﹤0.01%
6,564
+1,123
2559
$289K ﹤0.01%
133,325
+1,351
2560
$289K ﹤0.01%
10,824
-1,300
2561
$287K ﹤0.01%
3,623
+77
2562
$287K ﹤0.01%
15,842
+388
2563
$287K ﹤0.01%
+10,388
2564
$286K ﹤0.01%
1,550
-1,345
2565
$286K ﹤0.01%
6,239
+3
2566
$286K ﹤0.01%
9,069
+382
2567
$286K ﹤0.01%
2,632
-659
2568
$285K ﹤0.01%
6,666
-2,226
2569
$284K ﹤0.01%
4,398
-6,109
2570
$284K ﹤0.01%
1,086
-13,481
2571
$284K ﹤0.01%
2,010
-22
2572
$284K ﹤0.01%
6,851
-299
2573
$283K ﹤0.01%
+725
2574
$283K ﹤0.01%
39,850
+1,950
2575
$283K ﹤0.01%
46,547
-5,077
101 102
103
104 105