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
776
$3.96M 0.02%
73,162
+52,006
777
$3.96M 0.02%
+87,559
778
$3.95M 0.02%
290,066
-176,473
779
$3.94M 0.02%
106,714
+17,650
780
$3.94M 0.02%
23,519
+2,972
781
$3.94M 0.02%
140,852
-11,249
782
$3.93M 0.02%
89,401
-5,916
783
$3.92M 0.02%
+156,642
784
$3.92M 0.02%
+127,248
785
$3.92M 0.02%
118,960
+1,735
786
$3.9M 0.02%
94,934
+7,819
787
$3.89M 0.02%
69,010
+5,960
788
$3.88M 0.02%
130,617
+65,396
789
$3.88M 0.02%
168,502
-8,761
790
$3.88M 0.02%
32,008
-216
791
$3.87M 0.02%
229,839
-24,099
792
$3.86M 0.02%
75,724
-2,176
793
$3.85M 0.02%
34,985
+194
794
$3.84M 0.02%
414,505
+13,452
795
$3.83M 0.02%
44,881
+26,074
796
$3.82M 0.02%
63,840
-2,289
797
$3.81M 0.02%
171,905
-44,987
798
$3.81M 0.02%
+132,760
799
$3.79M 0.02%
149,968
-153,948
800
$3.79M 0.02%
180,466
+27,838
30 31
32
33 34