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
576
$6.01M 0.03%
74,900
+50,302
577
$6.01M 0.03%
327,051
+234,408
578
$5.98M 0.03%
63,903
-12,439
579
$5.98M 0.03%
114,665
+2,522
580
$5.97M 0.03%
123,470
+18,465
581
$5.95M 0.03%
90,906
+8,736
582
$5.92M 0.03%
18,431
-3,464
583
$5.91M 0.03%
138,551
+29,785
584
$5.87M 0.03%
100,045
+17,679
585
$5.86M 0.03%
139,435
-13,489
586
$5.86M 0.03%
124,701
+3,173
587
$5.84M 0.03%
149,079
-35,759
588
$5.83M 0.03%
114,970
-118,271
589
$5.79M 0.03%
+260,116
590
$5.79M 0.03%
90,627
-4,797
591
$5.78M 0.03%
209,299
+5,461
592
$5.78M 0.03%
112,466
+1,769
593
$5.76M 0.03%
115,041
+6,173
594
$5.76M 0.03%
28,581
+456
595
$5.76M 0.03%
29,416
+3,130
596
$5.75M 0.03%
430,400
+42,333
597
$5.75M 0.03%
171,668
+110,839
598
$5.74M 0.03%
151,935
+41,352
599
$5.74M 0.03%
205,883
+152,000
600
$5.73M 0.03%
11,810
+190
22 23
24
25 26