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
651
$5.08M 0.02%
55,254
+14,856
652
$5.07M 0.02%
124,365
+9,940
653
$5.07M 0.02%
29,197
-2,915
654
$5.06M 0.02%
151,923
+70
655
$5.05M 0.02%
60,333
-14,564
656
$5.03M 0.02%
85,320
-184,316
657
$5.03M 0.02%
95,741
+4,589
658
$5M 0.02%
90,432
+600
659
$4.99M 0.02%
96,276
+21,544
660
$4.98M 0.02%
80,806
-10,631
661
$4.97M 0.02%
51,818
-11,339
662
$4.97M 0.02%
33,457
+1,372
663
$4.95M 0.02%
57,338
-14,291
664
$4.93M 0.02%
1,978
-416
665
$4.93M 0.02%
164,891
-4,212
666
$4.92M 0.02%
565,635
+11,990
667
$4.92M 0.02%
202,745
+5,449
668
$4.92M 0.02%
145,872
-4,517
669
$4.91M 0.02%
68,772
+230
670
$4.91M 0.02%
21,835
+1,077
671
$4.91M 0.02%
365,476
-167,440
672
$4.89M 0.02%
31,958
+1,750
673
$4.89M 0.02%
594,851
-2,627
674
$4.88M 0.02%
540,729
-14,741
675
$4.88M 0.02%
135,276
-1,625
25 26
27
28 29