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
2826
$212K ﹤0.01%
+11,456
2827
$211K ﹤0.01%
3,693
-3
2828
$210K ﹤0.01%
26,118
2829
$210K ﹤0.01%
+7,179
2830
$209K ﹤0.01%
11,293
-5,770
2831
$209K ﹤0.01%
2,783
-10
2832
$209K ﹤0.01%
+4,047
2833
$209K ﹤0.01%
16,866
+275
2834
$209K ﹤0.01%
+5,440
2835
$209K ﹤0.01%
+15,257
2836
$208K ﹤0.01%
2,480
-219
2837
$208K ﹤0.01%
+4,462
2838
$208K ﹤0.01%
+3,484
2839
$208K ﹤0.01%
40,386
-214
2840
$208K ﹤0.01%
+692
2841
$207K ﹤0.01%
29,264
-251,058
2842
$207K ﹤0.01%
+6,528
2843
$207K ﹤0.01%
9,014
2844
$207K ﹤0.01%
+711
2845
$207K ﹤0.01%
1,683
-403
2846
$207K ﹤0.01%
+1,744
2847
$206K ﹤0.01%
+2,368
2848
$206K ﹤0.01%
12,706
-2,525
2849
$206K ﹤0.01%
+10,439
2850
$205K ﹤0.01%
5,231
+4
112 113
114
115 116