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
501
$7.06M 0.03%
70,418
-73
502
$7.04M 0.03%
21,372
+4,225
503
$7.04M 0.03%
115,120
+18,157
504
$7.01M 0.03%
486,750
-4,523
505
$6.99M 0.03%
329,735
+263,528
506
$6.97M 0.03%
244,627
+3,279
507
$6.96M 0.03%
172,123
-158
508
$6.95M 0.03%
421,480
-3,408
509
$6.95M 0.03%
70,840
-437
510
$6.93M 0.03%
175,180
-9,633
511
$6.93M 0.03%
366,630
+16,905
512
$6.89M 0.03%
548,388
+48,249
513
$6.87M 0.03%
160,650
-6,150
514
$6.84M 0.03%
109,524
+94,140
515
$6.83M 0.03%
95,387
-687
516
$6.82M 0.03%
74,065
+62,765
517
$6.8M 0.03%
194,420
+74,220
518
$6.79M 0.03%
26,670
-1,918
519
$6.78M 0.03%
35,241
+35
520
$6.76M 0.03%
148,845
-15,148
521
$6.76M 0.03%
103,964
-2,850
522
$6.73M 0.03%
540,450
-2,390
523
$6.72M 0.03%
75,121
+185
524
$6.68M 0.03%
398,863
+147,470
525
$6.68M 0.03%
27,402
+2,089
19 20
21
22 23