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
2976
$116K ﹤0.01%
11,533
+626
2977
$116K ﹤0.01%
19,266
+1,843
2978
$115K ﹤0.01%
+12,567
2979
$114K ﹤0.01%
+14,795
2980
$114K ﹤0.01%
24,941
+1,180
2981
$114K ﹤0.01%
100,708
+32,289
2982
$113K ﹤0.01%
1,452
-590
2983
$113K ﹤0.01%
11,508
-484
2984
$110K ﹤0.01%
46,074
+26,074
2985
$109K ﹤0.01%
17,508
-820
2986
$109K ﹤0.01%
11,613
+800
2987
$108K ﹤0.01%
21,795
-13,350
2988
$108K ﹤0.01%
16,117
+145
2989
$108K ﹤0.01%
+13,700
2990
$107K ﹤0.01%
14,149
-4,580
2991
$106K ﹤0.01%
11,334
-200
2992
$106K ﹤0.01%
+10,307
2993
$106K ﹤0.01%
12,929
+153
2994
$106K ﹤0.01%
+22,280
2995
$105K ﹤0.01%
+10,966
2996
$105K ﹤0.01%
14,610
2997
$105K ﹤0.01%
32,992
+2,393
2998
$103K ﹤0.01%
3,307
+70
2999
$100K ﹤0.01%
22,681
+9
3000
$99K ﹤0.01%
10,548
+179
118 119
120
121 122