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
51
$68.4M 0.31%
220,203
+8,329
52
$65.8M 0.3%
639,642
+381,338
53
$65.6M 0.3%
1,294,520
-64,888
54
$65.6M 0.3%
1,253,455
-27,870
55
$65.4M 0.3%
415,737
-6,236
56
$64M 0.29%
118,811
+9,859
57
$61.1M 0.28%
306,985
-64,397
58
$60.1M 0.27%
273,092
-13,088
59
$59.9M 0.27%
444,164
-33,140
60
$59.9M 0.27%
124,556
-1,563
61
$58.6M 0.27%
1,118,832
-122,904
62
$58M 0.26%
1,261,648
-5,023
63
$57.7M 0.26%
1,419,321
-206,744
64
$56.7M 0.26%
1,547,070
+225,184
65
$56.5M 0.26%
2,080,330
-535
66
$56.4M 0.26%
425,012
+34,922
67
$56M 0.26%
3,205,533
+71,304
68
$55.8M 0.25%
202,677
+5,746
69
$55.3M 0.25%
566,452
-120,741
70
$55.3M 0.25%
479,001
+120
71
$54.1M 0.25%
361,840
+10,108
72
$53.3M 0.24%
434,987
-15,226
73
$52.6M 0.24%
176,283
+6,105
74
$52.5M 0.24%
745,597
-117,852
75
$51.7M 0.24%
279,278
-4,644
1 2
3
4 5