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
301
$13.6M 0.06%
514,674
+5,866
302
$13.5M 0.06%
177,227
-1,778
303
$13.5M 0.06%
531,072
-33,238
304
$13.4M 0.06%
133,030
-11,870
305
$13.4M 0.06%
62,315
+1,332
306
$13.4M 0.06%
239,200
+24,050
307
$13.3M 0.06%
648,253
+93,051
308
$13.3M 0.06%
300,975
+26,785
309
$13.3M 0.06%
81,600
+16,772
310
$13.3M 0.06%
146,187
+14,606
311
$13.3M 0.06%
27,701
-6,122
312
$13.3M 0.06%
120,167
+18,854
313
$13.2M 0.06%
190,165
+64,560
314
$13.1M 0.06%
153,610
-15,732
315
$13.1M 0.06%
1,087,262
+1,076,854
316
$13M 0.06%
163,217
+3,414
317
$12.7M 0.06%
39,499
+612
318
$12.7M 0.06%
540,065
+252,966
319
$12.7M 0.06%
557,497
-303,958
320
$12.7M 0.06%
118,261
-45,221
321
$12.6M 0.06%
47,352
-1,307
322
$12.6M 0.06%
132,215
-23,414
323
$12.5M 0.06%
449,808
+61,008
324
$12.4M 0.06%
94,391
-21,459
325
$12.4M 0.06%
565,276
+26,850
11 12
13
14 15