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
2926
$164K ﹤0.01%
13,080
+21
2927
$162K ﹤0.01%
35,883
-2,991
2928
$162K ﹤0.01%
+13,626
2929
$161K ﹤0.01%
128,891
+57,283
2930
$161K ﹤0.01%
16,398
+157
2931
$161K ﹤0.01%
31,421
-49,198
2932
$161K ﹤0.01%
12,904
+971
2933
$160K ﹤0.01%
28,300
2934
$160K ﹤0.01%
21,145
+284
2935
$159K ﹤0.01%
15,338
2936
$159K ﹤0.01%
15,496
-738
2937
$158K ﹤0.01%
26,126
+1,469
2938
$156K ﹤0.01%
+10,834
2939
$153K ﹤0.01%
17,987
2940
$153K ﹤0.01%
33,437
+5,198
2941
$146K ﹤0.01%
103,836
+12,369
2942
$145K ﹤0.01%
19,478
+87
2943
$145K ﹤0.01%
19,482
+151
2944
$143K ﹤0.01%
10,214
+128
2945
$142K ﹤0.01%
23,872
+11,406
2946
$140K ﹤0.01%
33,238
+1,161
2947
$138K ﹤0.01%
13,547
-690
2948
$137K ﹤0.01%
11,918
-11,200
2949
$136K ﹤0.01%
21,789
+9,402
2950
$136K ﹤0.01%
10,070
116 117
118
119 120