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
851
$3.43M 0.02%
55,000
-4,668
852
$3.42M 0.02%
55,165
+3,305
853
$3.42M 0.02%
29,301
+1,510
854
$3.42M 0.02%
42,749
-3,857
855
$3.4M 0.02%
76,887
+40,106
856
$3.4M 0.02%
85,899
-138,200
857
$3.4M 0.02%
43,356
+14,794
858
$3.4M 0.02%
17,224
+1,951
859
$3.39M 0.02%
37,044
+1,889
860
$3.38M 0.02%
90,805
-13,863
861
$3.37M 0.02%
16,480
+7,981
862
$3.37M 0.02%
186,213
-2,393
863
$3.36M 0.02%
142,168
-1,297
864
$3.36M 0.02%
101,576
+68,356
865
$3.35M 0.02%
108,964
-15,170
866
$3.35M 0.02%
123,268
+86,454
867
$3.35M 0.02%
37,393
-9,165
868
$3.34M 0.02%
32,457
+2,798
869
$3.34M 0.02%
52,751
+6,546
870
$3.33M 0.02%
2,809
-921
871
$3.32M 0.02%
35,149
+1,517
872
$3.32M 0.02%
141,296
+10,475
873
$3.31M 0.02%
147,473
+4,574
874
$3.31M 0.02%
54,093
-52,237
875
$3.3M 0.02%
23,730
+5,207
33 34
35
36 37