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
2651
$263K ﹤0.01%
21,245
-58,294
2652
$262K ﹤0.01%
4,877
-136
2653
$262K ﹤0.01%
+6,408
2654
$262K ﹤0.01%
1,466
-59
2655
$261K ﹤0.01%
9,010
+1,447
2656
$261K ﹤0.01%
1,373
2657
$261K ﹤0.01%
23,630
-174,929
2658
$261K ﹤0.01%
3,356
-777
2659
$261K ﹤0.01%
5,485
-2,261
2660
$261K ﹤0.01%
+11,392
2661
$260K ﹤0.01%
7,218
-901
2662
$260K ﹤0.01%
6,591
-5,339
2663
$259K ﹤0.01%
10,056
+1,592
2664
$259K ﹤0.01%
2,800
+24
2665
$259K ﹤0.01%
8,116
+477
2666
$258K ﹤0.01%
3,238
+171
2667
$258K ﹤0.01%
47,430
-7,134
2668
$258K ﹤0.01%
1,383
-19,694
2669
$256K ﹤0.01%
5,717
-75
2670
$256K ﹤0.01%
4,020
+160
2671
$256K ﹤0.01%
18,553
+5,191
2672
$256K ﹤0.01%
16,264
-843
2673
$256K ﹤0.01%
18,410
+4,590
2674
$256K ﹤0.01%
10,914
-1,386
2675
$255K ﹤0.01%
15,212
-798
105 106
107
108 109