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
376
$10.4M 0.05%
+395,657
377
$10.4M 0.05%
448,676
-85,086
378
$10.3M 0.05%
270,624
-71,290
379
$10.2M 0.05%
120,549
+1,203
380
$10.2M 0.05%
115,442
+1,566
381
$10.2M 0.05%
472,298
+128,968
382
$10.2M 0.05%
33,945
+1,838
383
$10.1M 0.05%
216,628
-44,727
384
$10.1M 0.05%
79,527
-7,614
385
$10.1M 0.05%
126,519
-4,142
386
$10.1M 0.05%
79,825
+13,008
387
$9.96M 0.05%
531,145
+3,373
388
$9.93M 0.05%
130,805
+5,260
389
$9.89M 0.05%
102,000
+5,389
390
$9.87M 0.05%
490,257
+24,943
391
$9.86M 0.04%
43,500
-3,103
392
$9.85M 0.04%
940,089
-172,404
393
$9.85M 0.04%
22,158
+6,216
394
$9.82M 0.04%
277,517
+27,380
395
$9.74M 0.04%
565,386
-7,652
396
$9.56M 0.04%
507,889
+74,470
397
$9.56M 0.04%
67,928
-6,715
398
$9.54M 0.04%
257,362
-12,668
399
$9.54M 0.04%
100,027
+354
400
$9.51M 0.04%
388,223
+5,058
14 15
16
17 18