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
2701
$246K ﹤0.01%
2,894
-288
2702
$246K ﹤0.01%
16,313
-15,761
2703
$245K ﹤0.01%
11,548
+1,089
2704
$245K ﹤0.01%
57,040
-3,666
2705
$245K ﹤0.01%
18,213
+1,669
2706
$244K ﹤0.01%
2,052
+327
2707
$244K ﹤0.01%
28,603
+105
2708
$244K ﹤0.01%
+7,801
2709
$244K ﹤0.01%
15,550
-335
2710
$243K ﹤0.01%
+9,906
2711
$242K ﹤0.01%
1,008
-40
2712
$242K ﹤0.01%
1,549
-2,649
2713
$242K ﹤0.01%
14,264
-6,743
2714
$242K ﹤0.01%
8,416
-275
2715
$242K ﹤0.01%
11,489
+17
2716
$242K ﹤0.01%
11,328
-610
2717
$242K ﹤0.01%
32,504
+1,810
2718
$241K ﹤0.01%
24,211
+900
2719
$240K ﹤0.01%
+11,155
2720
$240K ﹤0.01%
5,494
2721
$240K ﹤0.01%
9,145
-19,113
2722
$240K ﹤0.01%
12,093
-9,039
2723
$239K ﹤0.01%
5,684
-1,322
2724
$239K ﹤0.01%
53,371
-3,500
2725
$239K ﹤0.01%
+9,499
107 108
109
110 111