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
726
$4.41M 0.02%
109,037
-33,816
727
$4.4M 0.02%
30,683
-2,096
728
$4.39M 0.02%
129,371
+21,752
729
$4.35M 0.02%
403,730
-4,783
730
$4.34M 0.02%
43,616
+21,077
731
$4.33M 0.02%
14,837
-833
732
$4.33M 0.02%
54,962
+33,371
733
$4.32M 0.02%
+137,440
734
$4.32M 0.02%
15,176
+4,612
735
$4.32M 0.02%
38,549
+646
736
$4.31M 0.02%
73,620
+1,235
737
$4.31M 0.02%
17,359
-5,297
738
$4.31M 0.02%
149,820
+67,182
739
$4.29M 0.02%
52,891
+6,617
740
$4.28M 0.02%
95,691
-258
741
$4.28M 0.02%
80,779
-4,120
742
$4.26M 0.02%
102,111
-1,817
743
$4.26M 0.02%
60,078
-1,526
744
$4.22M 0.02%
67,438
-1,270
745
$4.22M 0.02%
51,723
+3,018
746
$4.22M 0.02%
92,372
+15,132
747
$4.21M 0.02%
198,115
-4,974
748
$4.19M 0.02%
110,180
+7,126
749
$4.18M 0.02%
14,520
+445
750
$4.17M 0.02%
297,766
+41,944
28 29
30
31 32