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
751
$4.17M 0.02%
30,075
-1,405
752
$4.16M 0.02%
483,109
-4,102
753
$4.14M 0.02%
24,881
+316
754
$4.13M 0.02%
80,909
-23
755
$4.13M 0.02%
638,716
+21,835
756
$4.12M 0.02%
94,398
+2,459
757
$4.12M 0.02%
82,480
-4,697
758
$4.12M 0.02%
38,984
+13,203
759
$4.11M 0.02%
125,204
-184
760
$4.1M 0.02%
134,515
+36,225
761
$4.1M 0.02%
18,158
+740
762
$4.1M 0.02%
154,970
-3,709
763
$4.1M 0.02%
34,133
+32,067
764
$4.09M 0.02%
62,644
+2,928
765
$4.08M 0.02%
42,920
+7,052
766
$4.08M 0.02%
98,501
+17,386
767
$4.07M 0.02%
112,233
+21,408
768
$4.05M 0.02%
78,890
-193
769
$4.04M 0.02%
45,238
+5,649
770
$4.03M 0.02%
321,512
+11,862
771
$4.02M 0.02%
87,472
+8,749
772
$4.01M 0.02%
203,109
-42,630
773
$4.01M 0.02%
92,939
-7,100
774
$3.98M 0.02%
124,854
+46,111
775
$3.96M 0.02%
162,631
+12,225
29 30
31
32 33