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
326
$12.3M 0.06%
70,795
+2,947
327
$12.2M 0.06%
83,031
+4,861
328
$12.2M 0.06%
342,900
+7,767
329
$12M 0.05%
103,042
-11,948
330
$12M 0.05%
110,569
+16,431
331
$12M 0.05%
351,582
+101,718
332
$11.9M 0.05%
531,150
+46,107
333
$11.9M 0.05%
286,961
-32,737
334
$11.8M 0.05%
156,766
+40,941
335
$11.8M 0.05%
240,484
-410,157
336
$11.8M 0.05%
58,711
-953
337
$11.7M 0.05%
277,280
-15,044
338
$11.7M 0.05%
71,207
+655
339
$11.6M 0.05%
224,332
-10,659
340
$11.6M 0.05%
200,740
-126,294
341
$11.5M 0.05%
201,101
-68,671
342
$11.5M 0.05%
162,236
+290
343
$11.4M 0.05%
231,045
+38,247
344
$11.4M 0.05%
619,900
-6,852
345
$11.4M 0.05%
226,924
-58,582
346
$11.4M 0.05%
45,386
+160
347
$11.4M 0.05%
1,093,610
+6,235
348
$11.3M 0.05%
302,916
-18,549
349
$11.2M 0.05%
190,949
+5,354
350
$11.2M 0.05%
240,805
+31,840
12 13
14
15 16