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
526
$6.67M 0.03%
69,288
+4,792
527
$6.66M 0.03%
184,860
+28,719
528
$6.65M 0.03%
59,483
+763
529
$6.64M 0.03%
116,794
+4,741
530
$6.63M 0.03%
207,851
+1,973
531
$6.59M 0.03%
24,961
-585
532
$6.57M 0.03%
78,786
-2,916
533
$6.57M 0.03%
86,326
-76,506
534
$6.56M 0.03%
110,895
-17,397
535
$6.55M 0.03%
15,331
-23,881
536
$6.55M 0.03%
+258,699
537
$6.55M 0.03%
189,833
+4,114
538
$6.54M 0.03%
93,856
-5,009
539
$6.54M 0.03%
63,074
+22,084
540
$6.52M 0.03%
279,726
-4,009
541
$6.52M 0.03%
56,669
+12,658
542
$6.51M 0.03%
155,423
+17,466
543
$6.5M 0.03%
15,600
-3,337
544
$6.49M 0.03%
41,140
-19,862
545
$6.47M 0.03%
347,619
+313,258
546
$6.45M 0.03%
104,481
+7,928
547
$6.45M 0.03%
31,136
-1,474
548
$6.42M 0.03%
43,083
-2,993
549
$6.35M 0.03%
89,800
+39,119
550
$6.35M 0.03%
192,237
+16,483
20 21
22
23 24