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
2851
$205K ﹤0.01%
13,106
-100
2852
$204K ﹤0.01%
37,788
-2,371
2853
$204K ﹤0.01%
3,619
-136
2854
$204K ﹤0.01%
+1,470
2855
$204K ﹤0.01%
15,022
-577
2856
$203K ﹤0.01%
1,541
-132
2857
$203K ﹤0.01%
50,817
+7,172
2858
$203K ﹤0.01%
2,394
-50
2859
$203K ﹤0.01%
+4,128
2860
$203K ﹤0.01%
2,140
-20
2861
$203K ﹤0.01%
10,951
+237
2862
$202K ﹤0.01%
3,479
-64
2863
$202K ﹤0.01%
4,347
-73
2864
$202K ﹤0.01%
7,544
+214
2865
$202K ﹤0.01%
14,781
+914
2866
$201K ﹤0.01%
+8,909
2867
$201K ﹤0.01%
22,643
+1
2868
$201K ﹤0.01%
+1,943
2869
$201K ﹤0.01%
3,302
-52
2870
$201K ﹤0.01%
53,854
+4,949
2871
$201K ﹤0.01%
19,916
-65
2872
$201K ﹤0.01%
+10,966
2873
$201K ﹤0.01%
+6,860
2874
$200K ﹤0.01%
+8,997
2875
$200K ﹤0.01%
6,980
-1,285
113 114
115
116 117