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
3126
$19K ﹤0.01%
11,300
+300
3127
$19K ﹤0.01%
13,980
+1,000
3128
$18K ﹤0.01%
19,923
+3,503
3129
$18K ﹤0.01%
+2,400
3130
$18K ﹤0.01%
2,696
-113
3131
$18K ﹤0.01%
10,200
3132
$18K ﹤0.01%
50,000
3133
$16K ﹤0.01%
15,167
+250
3134
$15K ﹤0.01%
25,015
+8,750
3135
$15K ﹤0.01%
107
-5
3136
– –
0
3137
$14K ﹤0.01%
22,188
-4,041
3138
$13K ﹤0.01%
876
-30
3139
$13K ﹤0.01%
965
3140
$12K ﹤0.01%
32
+3
3141
$12K ﹤0.01%
2,217
-1,742
3142
$12K ﹤0.01%
2,000
3143
$11K ﹤0.01%
709
-373
3144
$11K ﹤0.01%
73,400
3145
$10K ﹤0.01%
1,789
-3,032
3146
$10K ﹤0.01%
10,333
+216
3147
$10K ﹤0.01%
6,507
-100
3148
$10K ﹤0.01%
1,583
3149
$9K ﹤0.01%
1,590
-2,690
3150
$9K ﹤0.01%
351
+19
124 125
126
127 128