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
2901
$179K ﹤0.01%
18,784
2902
$179K ﹤0.01%
32,323
-1,412
2903
$179K ﹤0.01%
11,135
+409
2904
$177K ﹤0.01%
10,878
-1,231
2905
$177K ﹤0.01%
20,742
+111
2906
$176K ﹤0.01%
11,187
-615
2907
$176K ﹤0.01%
17,316
-225
2908
$175K ﹤0.01%
11,504
-3,129
2909
$175K ﹤0.01%
26,120
-1,019
2910
$174K ﹤0.01%
21,782
+7,000
2911
$173K ﹤0.01%
11,628
+987
2912
$172K ﹤0.01%
22,305
-6,250
2913
$170K ﹤0.01%
30,156
+3,080
2914
$170K ﹤0.01%
14,717
+350
2915
$169K ﹤0.01%
17,275
-17,036
2916
$168K ﹤0.01%
+14,910
2917
$168K ﹤0.01%
6,944
+321
2918
$168K ﹤0.01%
14,835
-2,824
2919
$167K ﹤0.01%
51,857
+371
2920
$167K ﹤0.01%
16,405
+1,440
2921
$167K ﹤0.01%
12,397
-694
2922
$167K ﹤0.01%
32,445
-12,312
2923
$166K ﹤0.01%
12,257
+210
2924
$165K ﹤0.01%
26,750
-154
2925
$164K ﹤0.01%
19,081
+139
115 116
117
118 119