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
3226
– –
-11,231
3227
– –
-1,508
3228
– –
-100
3229
– –
-26,592
3230
– –
-37,591
3231
– –
-6,565
3232
– –
-1,052
3233
– –
-10,913
3234
– –
-9,807
3235
– –
-3,242
3236
– –
-26,637
3237
– –
-10,550
3238
– –
-366,220
3239
– –
-8,097
3240
– –
-4,324
3241
– –
-29,660
3242
– –
-5,916
3243
– –
-6,276
3244
– –
-18,452
3245
– –
-12,001
3246
– –
-10,621
3247
– –
-11,280
3248
– –
-4,815
3249
– –
-11,125
3250
– –
-13,568
128 129
130
131 132