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
3101
$39K ﹤0.01%
11,994
-1,222
3102
$38K ﹤0.01%
17,230
+456
3103
$36K ﹤0.01%
1,130
-116
3104
$35K ﹤0.01%
10,000
3105
$32K ﹤0.01%
+806
3106
$31K ﹤0.01%
10,327
3107
$31K ﹤0.01%
141
-27
3108
$31K ﹤0.01%
624
-287
3109
$31K ﹤0.01%
25,118
3110
$30K ﹤0.01%
12,011
+11
3111
$27K ﹤0.01%
10,410
3112
$27K ﹤0.01%
+31,385
3113
$27K ﹤0.01%
20,000
3114
$25K ﹤0.01%
+10,575
3115
$25K ﹤0.01%
+750
3116
$24K ﹤0.01%
98,160
+1,000
3117
$24K ﹤0.01%
10,000
3118
$22K ﹤0.01%
878
3119
$21K ﹤0.01%
13,748
+300
3120
$21K ﹤0.01%
14,980
-2,000
3121
$20K ﹤0.01%
2,452
3122
$20K ﹤0.01%
1,167
3123
$20K ﹤0.01%
17,517
-500
3124
$19K ﹤0.01%
+10,000
3125
$19K ﹤0.01%
12,166
-3,000
123 124
125
126 127