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
26
$119M 0.54%
1,571,214
+26,617
27
$119M 0.54%
1,209,803
+166,465
28
$116M 0.53%
1,555,272
-101,568
29
$108M 0.49%
605,639
+63,103
30
$107M 0.49%
1,796,246
-145,890
31
$102M 0.47%
1,959,452
-202,628
32
$102M 0.46%
949,884
-7,487
33
$101M 0.46%
836,621
+11,346
34
$101M 0.46%
1,347,620
+23,333
35
$94.5M 0.43%
543,493
+58,328
36
$93.7M 0.43%
565,974
+10,471
37
$93M 0.42%
624,807
+49,506
38
$92.1M 0.42%
606,793
+24,757
39
$91.2M 0.42%
859,547
-12,472
40
$90.8M 0.41%
624,173
-20,997
41
$87.8M 0.4%
1,863,280
+58,876
42
$87.2M 0.4%
1,739,008
-368,482
43
$82.5M 0.38%
347,580
+12,176
44
$81.3M 0.37%
173,375
+20,551
45
$74.7M 0.34%
987,753
+428,810
46
$72.9M 0.33%
968,431
+25,326
47
$71.9M 0.33%
250,503
+20,601
48
$71.5M 0.33%
717,078
+3,878
49
$70.2M 0.32%
1,040,401
+6,760
50
$68.6M 0.31%
509,035
-10,060
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