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
351
$11.2M 0.05%
982,111
+6,148
352
$11.1M 0.05%
487,554
+90,329
353
$11.1M 0.05%
241,267
+102,431
354
$11.1M 0.05%
52,125
-3,051
355
$11.1M 0.05%
233,078
+28,485
356
$11.1M 0.05%
390,653
+8,736
357
$11M 0.05%
129,662
-15,794
358
$10.9M 0.05%
348,937
+8,951
359
$10.9M 0.05%
144,628
+1,475
360
$10.9M 0.05%
331,139
+8,432
361
$10.9M 0.05%
63,234
+265
362
$10.9M 0.05%
144,002
+10,262
363
$10.8M 0.05%
101,036
-135,864
364
$10.8M 0.05%
52,466
-73
365
$10.8M 0.05%
73,207
+12,776
366
$10.7M 0.05%
127,419
+2,660
367
$10.7M 0.05%
3,973
+40
368
$10.7M 0.05%
122,842
-2,014
369
$10.7M 0.05%
54,187
+123
370
$10.6M 0.05%
137,651
-5,255
371
$10.6M 0.05%
167,434
-5,471
372
$10.6M 0.05%
71,501
+43,641
373
$10.5M 0.05%
43,305
+1,211
374
$10.5M 0.05%
18,656
+4,367
375
$10.5M 0.05%
193,342
+44,146
13 14
15
16 17