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
701
$4.63M 0.02%
64,365
-9,878
702
$4.62M 0.02%
149,314
+437
703
$4.62M 0.02%
198,264
-70,684
704
$4.61M 0.02%
93,796
-9,923
705
$4.6M 0.02%
15,556
-2,452
706
$4.59M 0.02%
37,732
+524
707
$4.59M 0.02%
13,038
+455
708
$4.58M 0.02%
12,465
+10,061
709
$4.56M 0.02%
31,922
+5,827
710
$4.52M 0.02%
39,128
-3,942
711
$4.52M 0.02%
395,619
+13,756
712
$4.51M 0.02%
143,489
+17,921
713
$4.51M 0.02%
61,495
+6,642
714
$4.5M 0.02%
304,006
+14,419
715
$4.5M 0.02%
40,685
+3,090
716
$4.49M 0.02%
248,346
-6,166
717
$4.48M 0.02%
55,503
+11,312
718
$4.47M 0.02%
89,277
+3,473
719
$4.47M 0.02%
483,668
-1,084
720
$4.46M 0.02%
68,599
+10,297
721
$4.46M 0.02%
15,217
-1,623
722
$4.45M 0.02%
172,150
-11,572
723
$4.44M 0.02%
123,163
-3,858
724
$4.43M 0.02%
135,511
-13,344
725
$4.41M 0.02%
28,968
-3,632
27 28
29
30 31