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
676
$4.87M 0.02%
65,265
-9,550
677
$4.87M 0.02%
184,868
-74,053
678
$4.85M 0.02%
39,944
-15,927
679
$4.81M 0.02%
67,194
+699
680
$4.8M 0.02%
102,082
-48,206
681
$4.8M 0.02%
357,831
+14,732
682
$4.8M 0.02%
306,875
-30,655
683
$4.8M 0.02%
94,920
-6,352
684
$4.77M 0.02%
99,127
+15,982
685
$4.77M 0.02%
155,941
+727
686
$4.75M 0.02%
119,548
+5,994
687
$4.73M 0.02%
62,944
+273
688
$4.73M 0.02%
27,245
-15
689
$4.72M 0.02%
95,007
+3,539
690
$4.72M 0.02%
53,267
+893
691
$4.71M 0.02%
159,848
+1,258
692
$4.71M 0.02%
85,903
+7,689
693
$4.67M 0.02%
129,091
-21,012
694
$4.66M 0.02%
90,291
-1,320
695
$4.65M 0.02%
73,518
+5,566
696
$4.65M 0.02%
750,357
+35,183
697
$4.65M 0.02%
13,458
+8,617
698
$4.64M 0.02%
100,602
+811
699
$4.64M 0.02%
74,476
-2,482
700
$4.64M 0.02%
171,844
+7,823
26 27
28
29 30