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
3276
– –
-9,037
3277
– –
-2,942
3278
– –
-4,242
3279
– –
-86,603
3280
– –
-332,712
3281
– –
-14,904
3282
– –
-11,377
3283
– –
-30,060
3284
– –
-11,755
3285
– –
-13,543
3286
– –
-6,306
3287
– –
-15,330
3288
– –
-6,671
3289
– –
-11,638
3290
– –
-12,684
3291
– –
-3,820
3292
– –
-12,619
3293
– –
-8,129
3294
– –
-12,432
3295
– –
-81,011
3296
– –
-11,542
3297
– –
-18,372
3298
– –
-9,192
3299
– –
-10,298
3300
– –
-11,084
130 131
132
133 134