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 4.62%
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
3151
$8K ﹤0.01%
508
3152
$8K ﹤0.01%
2
-1
3153
$8K ﹤0.01%
15,232
3154
$4K ﹤0.01%
501
-1
3155
$4K ﹤0.01%
+1
3156
$4K ﹤0.01%
5,040
3157
$4K ﹤0.01%
+11,000
3158
$4K ﹤0.01%
10,374
-828
3159
$2K ﹤0.01%
27,626
-10,274
3160
– –
0
3161
$1K ﹤0.01%
+10,500
3162
$1K ﹤0.01%
10,550
3163
– –
-8,749
3164
– –
-8,604
3165
– –
-8,910
3166
– –
-8,768
3167
– –
-34,363
3168
– –
-12,604
3169
– –
-22,915
3170
– –
-6,357
3171
– –
-10,854
3172
– –
-376
3173
– –
-3,764
3174
– –
-57,345
3175
– –
-158
125 126
127
128 129