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
2801
$220K ﹤0.01%
+4,392
2802
$220K ﹤0.01%
24,397
2803
$220K ﹤0.01%
7,440
-1,371
2804
$219K ﹤0.01%
7,685
+2
2805
$219K ﹤0.01%
8,978
+931
2806
$218K ﹤0.01%
4,749
+409
2807
$218K ﹤0.01%
5,841
-936
2808
$217K ﹤0.01%
4,300
-252
2809
$216K ﹤0.01%
8,585
+139
2810
$216K ﹤0.01%
6,742
-7,718
2811
$216K ﹤0.01%
30,477
+277
2812
$215K ﹤0.01%
+1,737
2813
$215K ﹤0.01%
4,478
+331
2814
$215K ﹤0.01%
3,625
-415
2815
$215K ﹤0.01%
+2,242
2816
$214K ﹤0.01%
13,627
-13,588
2817
$214K ﹤0.01%
43,765
-4,783
2818
$214K ﹤0.01%
6,777
-3,506
2819
$213K ﹤0.01%
17,311
-122
2820
$213K ﹤0.01%
+8,597
2821
$213K ﹤0.01%
2,311
-99
2822
$213K ﹤0.01%
17,458
+2,022
2823
$212K ﹤0.01%
20,922
-1,328
2824
$212K ﹤0.01%
+4,534
2825
$212K ﹤0.01%
73,300
+8,258
111 112
113
114 115