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
2576
$283K ﹤0.01%
2,475
-618
2577
$282K ﹤0.01%
+19,358
2578
$282K ﹤0.01%
2,750
-362
2579
$282K ﹤0.01%
+3,387
2580
$282K ﹤0.01%
+13,510
2581
$282K ﹤0.01%
8,610
+1,795
2582
$282K ﹤0.01%
+5,769
2583
$282K ﹤0.01%
3,010
-96
2584
$281K ﹤0.01%
+4,076
2585
$281K ﹤0.01%
25,675
+350
2586
$281K ﹤0.01%
3,394
-566
2587
$280K ﹤0.01%
26,509
-335
2588
$280K ﹤0.01%
30,218
-5,744
2589
$280K ﹤0.01%
8,363
-1,651
2590
$280K ﹤0.01%
123,753
-2,271
2591
$280K ﹤0.01%
12,762
-1,446
2592
$279K ﹤0.01%
9,835
-616
2593
$279K ﹤0.01%
43,071
-4,666
2594
$279K ﹤0.01%
7,831
-1,827
2595
$278K ﹤0.01%
732
-167
2596
$278K ﹤0.01%
+79,316
2597
$278K ﹤0.01%
4,832
-403
2598
$278K ﹤0.01%
28,600
2599
$278K ﹤0.01%
17,705
-286
2600
$277K ﹤0.01%
9,929
-1,587
102 103
104
105 106