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
401
$9.48M 0.04%
20,681
+7,332
402
$9.47M 0.04%
49,203
+320
403
$9.45M 0.04%
311,372
+29,906
404
$9.43M 0.04%
42,906
+278
405
$9.39M 0.04%
128,733
+8,465
406
$9.37M 0.04%
226,182
-77,776
407
$9.25M 0.04%
111,225
+36,234
408
$9.23M 0.04%
69,731
-5,904
409
$9.22M 0.04%
41,311
+13,071
410
$9.21M 0.04%
113,862
+8,436
411
$9.2M 0.04%
75,057
-874
412
$9.1M 0.04%
241,325
-8,485
413
$9.05M 0.04%
167,327
+43,422
414
$9.04M 0.04%
149,729
+9,794
415
$9M 0.04%
89,917
+3,979
416
$8.92M 0.04%
101,154
-5,873
417
$8.9M 0.04%
177,183
-75,391
418
$8.87M 0.04%
161,670
+2,655
419
$8.87M 0.04%
140,617
+5,387
420
$8.85M 0.04%
77,316
+2,498
421
$8.82M 0.04%
322,882
+21,923
422
$8.81M 0.04%
99,883
+22,564
423
$8.78M 0.04%
211,738
-15,296
424
$8.77M 0.04%
45,025
-3,415
425
$8.75M 0.04%
170,110
-4,012
15 16
17
18 19