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
2676
$255K ﹤0.01%
11,771
-78,506
2677
$255K ﹤0.01%
+8,648
2678
$255K ﹤0.01%
29,595
+2,203
2679
$255K ﹤0.01%
58,824
+12,963
2680
$254K ﹤0.01%
4,920
+1
2681
$254K ﹤0.01%
8,691
-703
2682
$254K ﹤0.01%
9,327
-559
2683
$254K ﹤0.01%
3,246
-2,518
2684
$252K ﹤0.01%
4,514
+400
2685
$251K ﹤0.01%
45,255
-9,162
2686
$251K ﹤0.01%
2,801
+941
2687
$251K ﹤0.01%
21,474
+773
2688
$251K ﹤0.01%
5,826
-14,241
2689
$250K ﹤0.01%
3,381
-100
2690
$250K ﹤0.01%
6,760
-162
2691
$250K ﹤0.01%
6,521
-1,035
2692
$250K ﹤0.01%
6,029
+807
2693
$250K ﹤0.01%
9,913
+1,106
2694
$250K ﹤0.01%
34,684
+1,594
2695
$249K ﹤0.01%
19,816
-664
2696
$248K ﹤0.01%
11,549
-303,957
2697
$247K ﹤0.01%
11,664
-838
2698
$247K ﹤0.01%
+3,761
2699
$247K ﹤0.01%
6,533
-951
2700
$246K ﹤0.01%
9,300
106 107
108
109 110