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
3001
$98K ﹤0.01%
10,099
-7,194
3002
$98K ﹤0.01%
37,955
-3,057
3003
$97K ﹤0.01%
13,478
3004
$97K ﹤0.01%
13,342
+541
3005
$97K ﹤0.01%
11,192
-1,124
3006
$96K ﹤0.01%
2,021
-2,482
3007
$96K ﹤0.01%
15,713
-2,289
3008
$95K ﹤0.01%
+34,922
3009
$95K ﹤0.01%
430
-11
3010
$94K ﹤0.01%
32,415
-7,425
3011
$93K ﹤0.01%
21,678
3012
$93K ﹤0.01%
16,487
+5,900
3013
$93K ﹤0.01%
28,840
+17,748
3014
$93K ﹤0.01%
47,492
-9,800
3015
$91K ﹤0.01%
10,504
-1,763
3016
$91K ﹤0.01%
5,149
-508
3017
$90K ﹤0.01%
+31,563
3018
$90K ﹤0.01%
24,037
-12,253
3019
$90K ﹤0.01%
+23,682
3020
$89K ﹤0.01%
+10,187
3021
$89K ﹤0.01%
+10,405
3022
$88K ﹤0.01%
+25,260
3023
$88K ﹤0.01%
20,200
+5,000
3024
$87K ﹤0.01%
75,534
+8,625
3025
$86K ﹤0.01%
15,914
-4,460
119 120
121
122 123