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
251
$17.3M 0.08%
184,289
-6,702
252
$17.2M 0.08%
99,429
-1,116
253
$17.2M 0.08%
686,312
+162,811
254
$17.1M 0.08%
258,515
-36,479
255
$17M 0.08%
100,749
+20,562
256
$17M 0.08%
754,295
+18,624
257
$16.9M 0.08%
409,277
+9,048
258
$16.8M 0.08%
128,388
+9,581
259
$16.6M 0.08%
256,752
+13,305
260
$16.6M 0.08%
32
+1
261
$16.6M 0.08%
154,656
+22,688
262
$16.4M 0.07%
186,382
+1,155
263
$16.3M 0.07%
90,775
+5,287
264
$16.3M 0.07%
+325,174
265
$16.2M 0.07%
35,551
-5,828
266
$16.2M 0.07%
167,469
-8,024
267
$16M 0.07%
454,122
+27,724
268
$15.5M 0.07%
898,281
+35,892
269
$15.4M 0.07%
380,261
-1,529
270
$15.3M 0.07%
856,318
-24,902
271
$15.2M 0.07%
74,485
+2,200
272
$15.2M 0.07%
834,248
-62,949
273
$15.2M 0.07%
228,390
-15,746
274
$15.1M 0.07%
117,974
-736
275
$14.9M 0.07%
193,328
-14,310
9 10
11
12 13