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
626
$5.41M 0.02%
151,832
+3,390
627
$5.4M 0.02%
204,010
+103,433
628
$5.38M 0.02%
186,782
-183,721
629
$5.37M 0.02%
109,033
+14,986
630
$5.36M 0.02%
132,364
+16,848
631
$5.36M 0.02%
152,149
-2,742
632
$5.36M 0.02%
104,280
+49,958
633
$5.34M 0.02%
107,037
+8,350
634
$5.32M 0.02%
215,738
-6,004
635
$5.3M 0.02%
80,014
+7,707
636
$5.3M 0.02%
142,508
+603
637
$5.29M 0.02%
68,778
+34,624
638
$5.26M 0.02%
156,880
-1,785
639
$5.24M 0.02%
13,439
+536
640
$5.21M 0.02%
106,458
+13,421
641
$5.21M 0.02%
103,034
-1,407
642
$5.19M 0.02%
143,336
-7,857
643
$5.17M 0.02%
112,174
-22,631
644
$5.16M 0.02%
36,725
+28,953
645
$5.15M 0.02%
133,478
-10,107
646
$5.13M 0.02%
47,056
-7,392
647
$5.1M 0.02%
179,792
-57,375
648
$5.1M 0.02%
46,782
-3,485
649
$5.09M 0.02%
148,527
+10,511
650
$5.09M 0.02%
76,404
-18,111
24 25
26
27 28