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
2751
$233K ﹤0.01%
+8,327
2752
$233K ﹤0.01%
148,343
-46,215
2753
$232K ﹤0.01%
8,050
-157
2754
$232K ﹤0.01%
+711
2755
$232K ﹤0.01%
37,171
+1,334
2756
$231K ﹤0.01%
895
-6
2757
$230K ﹤0.01%
+9,825
2758
$230K ﹤0.01%
10,087
-234
2759
$230K ﹤0.01%
9,613
-844
2760
$230K ﹤0.01%
60,794
-5,069
2761
$230K ﹤0.01%
+3,842
2762
$230K ﹤0.01%
673
-80
2763
$229K ﹤0.01%
+2,925
2764
$229K ﹤0.01%
1,548
-64
2765
$229K ﹤0.01%
7,688
+339
2766
$228K ﹤0.01%
11,259
-2,159
2767
$228K ﹤0.01%
4,042
-9,351
2768
$228K ﹤0.01%
21,218
-2,220
2769
$228K ﹤0.01%
2,548
-2,984
2770
$227K ﹤0.01%
+5,560
2771
$226K ﹤0.01%
+7,634
2772
$226K ﹤0.01%
14,553
-475
2773
$226K ﹤0.01%
10,750
-94
2774
$226K ﹤0.01%
102,782
+14,407
2775
$226K ﹤0.01%
17,672
-89
109 110
111
112 113