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
451
$8.11M 0.04%
23,706
-3,362
452
$8.11M 0.04%
28,620
+6,527
453
$8.09M 0.04%
68,941
-16,926
454
$8.07M 0.04%
125,560
+3,740
455
$8.05M 0.04%
294,683
+27,372
456
$8.05M 0.04%
89,016
-899
457
$7.99M 0.04%
95,060
-189,377
458
$7.97M 0.04%
88,222
-592
459
$7.97M 0.04%
20,905
+121
460
$7.96M 0.04%
391,640
+13,836
461
$7.96M 0.04%
1,021,741
-46,791
462
$7.96M 0.04%
102,495
+19,995
463
$7.95M 0.04%
386,592
-24,729
464
$7.93M 0.04%
183,603
+23,233
465
$7.88M 0.04%
49,522
+3,809
466
$7.83M 0.04%
170,105
+7,625
467
$7.83M 0.04%
10,801
+1,672
468
$7.82M 0.04%
222,622
+110,455
469
$7.81M 0.04%
27,828
-541
470
$7.77M 0.04%
31,703
+1,461
471
$7.72M 0.04%
616,006
+208,366
472
$7.72M 0.04%
90,987
+58,786
473
$7.7M 0.04%
45,479
-410
474
$7.69M 0.04%
158,192
+37,563
475
$7.69M 0.04%
196,827
-19,084
17 18
19
20 21