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
801
$3.79M 0.02%
20,488
-21,170
802
$3.78M 0.02%
9,981
-779
803
$3.77M 0.02%
46,442
+5,346
804
$3.77M 0.02%
25,420
-509
805
$3.77M 0.02%
559,746
+5,285
806
$3.77M 0.02%
34,427
+7,217
807
$3.76M 0.02%
217,939
-166
808
$3.76M 0.02%
86,629
+74,346
809
$3.75M 0.02%
235,504
+25,766
810
$3.74M 0.02%
108,464
+27,270
811
$3.74M 0.02%
267,102
-4,873
812
$3.73M 0.02%
149,772
-8,319
813
$3.73M 0.02%
30,098
-796
814
$3.71M 0.02%
53,470
+32,098
815
$3.71M 0.02%
140,787
+30,877
816
$3.7M 0.02%
168,411
+156,526
817
$3.69M 0.02%
7,348
-73
818
$3.69M 0.02%
97,225
+249
819
$3.67M 0.02%
107,040
+3,580
820
$3.65M 0.02%
202,585
-6,598
821
$3.63M 0.02%
96,023
-3,264
822
$3.63M 0.02%
84,736
-27,635
823
$3.63M 0.02%
25,398
-8,210
824
$3.63M 0.02%
48,314
+9,503
825
$3.62M 0.02%
38,381
-1,442
31 32
33
34 35