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
276
$14.8M 0.07%
381,007
+107,201
277
$14.8M 0.07%
698,281
+12,467
278
$14.8M 0.07%
623,118
+38,889
279
$14.7M 0.07%
371,370
-38,512
280
$14.6M 0.07%
290,961
-456,890
281
$14.6M 0.07%
58,968
+48
282
$14.6M 0.07%
100,839
+2,381
283
$14.5M 0.07%
773,448
+17,036
284
$14.5M 0.07%
93,229
+17,933
285
$14.4M 0.07%
20,892
+660
286
$14.4M 0.07%
104,242
+4,568
287
$14.4M 0.07%
1,131,244
-40,137
288
$14.3M 0.07%
91,525
+9,541
289
$14.3M 0.07%
281,583
-146,350
290
$14.3M 0.07%
260,504
-5,398
291
$14.2M 0.06%
303,155
-171,161
292
$14.2M 0.06%
129,044
-999
293
$14M 0.06%
263,041
+3,264
294
$14M 0.06%
55,926
-1,485
295
$14M 0.06%
159,266
-19,513
296
$13.9M 0.06%
190,504
+22,044
297
$13.7M 0.06%
206,011
+8,097
298
$13.7M 0.06%
656,781
+69,001
299
$13.7M 0.06%
44,458
+4,395
300
$13.6M 0.06%
157,004
+57,228
10 11
12
13 14