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
2776
$225K ﹤0.01%
5,085
-200
2777
$225K ﹤0.01%
+6,315
2778
$225K ﹤0.01%
13,113
-782
2779
$225K ﹤0.01%
44,461
-10,275
2780
$225K ﹤0.01%
3,395
+815
2781
$224K ﹤0.01%
34,743
-1,675
2782
$224K ﹤0.01%
17,135
+776
2783
$224K ﹤0.01%
17,483
-1,501
2784
$224K ﹤0.01%
8,050
-312
2785
$223K ﹤0.01%
2,453
-1,623
2786
$223K ﹤0.01%
8,295
-651
2787
$223K ﹤0.01%
+13,741
2788
$223K ﹤0.01%
8,719
-493
2789
$223K ﹤0.01%
+2,192
2790
$222K ﹤0.01%
4,425
-1,045
2791
$222K ﹤0.01%
1,076
-28
2792
$222K ﹤0.01%
1,947
+143
2793
$221K ﹤0.01%
+68,750
2794
$221K ﹤0.01%
15,647
+139
2795
$221K ﹤0.01%
10,770
-91,668
2796
$221K ﹤0.01%
+6,097
2797
$220K ﹤0.01%
56,197
-2,801
2798
$220K ﹤0.01%
12,692
+1,016
2799
$220K ﹤0.01%
7,732
-29
2800
$220K ﹤0.01%
26,173
110 111
112
113 114