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
426
$8.72M 0.04%
217,979
-16,397
427
$8.71M 0.04%
+312,055
428
$8.7M 0.04%
123,797
+10,942
429
$8.62M 0.04%
135,600
+99,207
430
$8.61M 0.04%
356,317
-132,891
431
$8.58M 0.04%
128,660
+53,286
432
$8.56M 0.04%
50,414
-64
433
$8.55M 0.04%
75,726
-6,087
434
$8.53M 0.04%
203,907
+1,895
435
$8.52M 0.04%
66,451
+8,297
436
$8.49M 0.04%
97,356
-2,240
437
$8.48M 0.04%
87,157
+1,499
438
$8.47M 0.04%
163,988
-187
439
$8.45M 0.04%
43,575
-9,405
440
$8.45M 0.04%
83,727
+29,488
441
$8.45M 0.04%
398,821
+135,408
442
$8.4M 0.04%
47,731
+18,301
443
$8.38M 0.04%
18,805
+7,183
444
$8.36M 0.04%
382,537
-10,169
445
$8.36M 0.04%
108,240
+7,277
446
$8.29M 0.04%
102,103
-23,172
447
$8.29M 0.04%
129,075
+27,793
448
$8.24M 0.04%
109,803
-8,371
449
$8.17M 0.04%
244,055
-14,155
450
$8.17M 0.04%
104,290
+13,421
16 17
18
19 20