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
2626
$270K ﹤0.01%
18,118
-408
2627
$269K ﹤0.01%
29,640
-15,074
2628
$269K ﹤0.01%
9,832
+116
2629
$269K ﹤0.01%
2,884
+29
2630
$269K ﹤0.01%
2,808
-108
2631
$269K ﹤0.01%
42,652
-1,754
2632
$269K ﹤0.01%
30,112
+5,415
2633
$269K ﹤0.01%
+11,165
2634
$268K ﹤0.01%
6,688
-828
2635
$268K ﹤0.01%
2,593
-165
2636
$268K ﹤0.01%
4,277
+886
2637
$267K ﹤0.01%
13,965
-26,643
2638
$267K ﹤0.01%
13,626
-107
2639
$267K ﹤0.01%
8,175
+101
2640
$267K ﹤0.01%
13,136
+1,461
2641
$267K ﹤0.01%
84,866
-5,457
2642
$266K ﹤0.01%
3,885
+188
2643
$266K ﹤0.01%
19,671
-47
2644
$266K ﹤0.01%
34,892
-5,519
2645
$266K ﹤0.01%
34,383
+9,700
2646
$265K ﹤0.01%
15,582
-9,649
2647
$264K ﹤0.01%
9,053
-73
2648
$264K ﹤0.01%
+15,198
2649
$263K ﹤0.01%
+26,449
2650
$263K ﹤0.01%
17,825
+90
104 105
106
107 108