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
601
$5.72M 0.03%
64,235
+27,609
602
$5.71M 0.03%
47,005
+418
603
$5.66M 0.03%
73,547
-19,942
604
$5.64M 0.03%
111,836
+19,140
605
$5.64M 0.03%
172,855
-1,975
606
$5.63M 0.03%
22,856
-202
607
$5.62M 0.03%
94,155
+15,120
608
$5.62M 0.03%
+256,408
609
$5.62M 0.03%
84,418
+548
610
$5.6M 0.03%
97,134
-2,615
611
$5.58M 0.03%
+80,804
612
$5.57M 0.03%
123,982
+55,906
613
$5.56M 0.03%
133,701
-13,243
614
$5.55M 0.03%
108,525
-7,389
615
$5.54M 0.03%
135,490
+9,030
616
$5.52M 0.03%
71,555
-4,450
617
$5.51M 0.03%
41,974
-6,694
618
$5.48M 0.03%
65,152
-1,537
619
$5.48M 0.03%
86,712
+7,032
620
$5.46M 0.02%
227,364
-94,558
621
$5.45M 0.02%
51,838
+8,089
622
$5.45M 0.02%
47,806
+1,387
623
$5.45M 0.02%
244,699
+213,455
624
$5.42M 0.02%
89,374
-8,060
625
$5.42M 0.02%
1,084,397
+47,282
23 24
25
26 27