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
3076
$54K ﹤0.01%
18,351
-2,649
3077
$52K ﹤0.01%
14,653
+246
3078
$51K ﹤0.01%
19,985
+300
3079
$51K ﹤0.01%
+11,410
3080
$50K ﹤0.01%
10,277
-435
3081
$50K ﹤0.01%
28,189
+8,500
3082
$50K ﹤0.01%
11,175
3083
$48K ﹤0.01%
16,473
+2,961
3084
$48K ﹤0.01%
28,552
-8,880
3085
$47K ﹤0.01%
10,000
-2,000
3086
$46K ﹤0.01%
11,941
-810
3087
$44K ﹤0.01%
14,053
-1,183
3088
$43K ﹤0.01%
1,790
-75
3089
$42K ﹤0.01%
11,428
-10,000
3090
$42K ﹤0.01%
14,950
+1,000
3091
$42K ﹤0.01%
10,889
-13,426
3092
$41K ﹤0.01%
1,581
3093
$41K ﹤0.01%
12,712
+60
3094
$41K ﹤0.01%
130,540
-10,658
3095
$40K ﹤0.01%
17,888
+3,987
3096
$40K ﹤0.01%
12,124
+46
3097
$40K ﹤0.01%
30,854
3098
$40K ﹤0.01%
27,780
-100
3099
$39K ﹤0.01%
+15,138
3100
$39K ﹤0.01%
21,219
+3,795
122 123
124
125 126