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
551
$6.33M 0.03%
55,614
+370
552
$6.31M 0.03%
395,672
-5,401
553
$6.3M 0.03%
203,740
+130,846
554
$6.29M 0.03%
170,184
+18,537
555
$6.28M 0.03%
162,593
+31,519
556
$6.26M 0.03%
219,777
-12,866
557
$6.26M 0.03%
262,969
+35,503
558
$6.26M 0.03%
312,717
+4,257
559
$6.24M 0.03%
175,256
+72,364
560
$6.24M 0.03%
84,093
-6,614
561
$6.24M 0.03%
155,758
+6,309
562
$6.17M 0.03%
110,211
-94
563
$6.15M 0.03%
88,169
+528
564
$6.15M 0.03%
29,669
+483
565
$6.14M 0.03%
133,861
+32,006
566
$6.11M 0.03%
205,477
+75,645
567
$6.11M 0.03%
187,205
-7,569
568
$6.1M 0.03%
32,652
+423
569
$6.09M 0.03%
81,396
+59,342
570
$6.09M 0.03%
193,839
+4,397
571
$6.08M 0.03%
206,483
+36,635
572
$6.05M 0.03%
128,224
+59,085
573
$6.04M 0.03%
252,061
+166,120
574
$6.04M 0.03%
27,298
-3,134
575
$6.03M 0.03%
249,079
+2,131
21 22
23
24 25