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
2726
$239K ﹤0.01%
+11,399
2727
$238K ﹤0.01%
9,492
+2,684
2728
$238K ﹤0.01%
+8,305
2729
$238K ﹤0.01%
9,184
-32
2730
$237K ﹤0.01%
8,055
-759
2731
$237K ﹤0.01%
3,787
-132
2732
$237K ﹤0.01%
7,498
-801
2733
$236K ﹤0.01%
4,786
+650
2734
$236K ﹤0.01%
16,985
-1,383
2735
$236K ﹤0.01%
4,997
-4,727
2736
$236K ﹤0.01%
5,505
-1,950
2737
$235K ﹤0.01%
+8,598
2738
$235K ﹤0.01%
6,475
+50
2739
$235K ﹤0.01%
41,194
+11,223
2740
$235K ﹤0.01%
+1,496
2741
$235K ﹤0.01%
7,956
2742
$235K ﹤0.01%
17,704
-1,346
2743
$235K ﹤0.01%
5,792
-13,146
2744
$235K ﹤0.01%
28,835
+11,612
2745
$235K ﹤0.01%
+10,159
2746
$234K ﹤0.01%
20,805
-26,882
2747
$234K ﹤0.01%
10,568
-554
2748
$234K ﹤0.01%
12,529
-500
2749
$234K ﹤0.01%
4,653
-584
2750
$233K ﹤0.01%
+4,362
108 109
110
111 112