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
476
$7.62M 0.03%
101,631
-39,068
477
$7.6M 0.03%
171,963
+158,232
478
$7.58M 0.03%
40,879
+1,445
479
$7.57M 0.03%
165,449
+148,564
480
$7.57M 0.03%
253,099
+19,221
481
$7.53M 0.03%
256,080
+73,970
482
$7.46M 0.03%
235,985
+17,759
483
$7.43M 0.03%
90,327
+9,404
484
$7.37M 0.03%
162,760
+8,499
485
$7.34M 0.03%
82,877
-4,907
486
$7.33M 0.03%
297,652
+8,567
487
$7.26M 0.03%
160,301
-41,402
488
$7.26M 0.03%
119,160
+20,739
489
$7.24M 0.03%
69,541
-2,314
490
$7.21M 0.03%
95,119
+4,387
491
$7.18M 0.03%
39,111
-4,652
492
$7.16M 0.03%
210,146
-7,679
493
$7.15M 0.03%
56,710
+1,418
494
$7.15M 0.03%
218,565
+18,805
495
$7.13M 0.03%
203,554
-4,300
496
$7.13M 0.03%
111,885
-285
497
$7.11M 0.03%
207,836
+114,598
498
$7.11M 0.03%
286,600
-210
499
$7.09M 0.03%
199,702
+38,256
500
$7.08M 0.03%
113,906
+13,511
18 19
20
21 22