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
826
$3.61M 0.02%
22,473
-7,287
827
$3.61M 0.02%
108,648
+8,247
828
$3.6M 0.02%
101,697
-50,128
829
$3.59M 0.02%
210,601
+4,562
830
$3.59M 0.02%
33,864
-7,193
831
$3.58M 0.02%
57,214
+3,059
832
$3.58M 0.02%
202,383
+3,306
833
$3.57M 0.02%
82,679
-119
834
$3.56M 0.02%
122,563
+13,776
835
$3.55M 0.02%
76,120
+58,422
836
$3.54M 0.02%
122,963
-13,529
837
$3.53M 0.02%
51,379
-3,901
838
$3.5M 0.02%
20,784
-28
839
$3.5M 0.02%
28,879
+22,565
840
$3.5M 0.02%
149,010
+11,472
841
$3.48M 0.02%
68,676
-22,451
842
$3.47M 0.02%
36,687
+7,764
843
$3.46M 0.02%
55,757
+14,466
844
$3.45M 0.02%
+237,638
845
$3.45M 0.02%
105,491
+23,175
846
$3.45M 0.02%
146,883
-8,443
847
$3.44M 0.02%
148,750
+15,705
848
$3.44M 0.02%
28,352
+13,842
849
$3.44M 0.02%
258,602
+13,266
850
$3.43M 0.02%
+132,379
32 33
34
35 36