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
876
$3.29M 0.02%
107,894
+4,638
877
$3.29M 0.02%
126,086
+19,640
878
$3.29M 0.02%
17,295
+264
879
$3.28M 0.01%
147,464
+34,657
880
$3.25M 0.01%
63,721
+20,117
881
$3.24M 0.01%
35,298
-568
882
$3.22M 0.01%
16,405
-332
883
$3.21M 0.01%
218,339
-8,832
884
$3.19M 0.01%
81,839
+12,240
885
$3.19M 0.01%
84,068
+20,419
886
$3.17M 0.01%
50,881
+5,004
887
$3.16M 0.01%
13,493
+501
888
$3.16M 0.01%
7,072
+1,577
889
$3.15M 0.01%
74,697
-8,777
890
$3.15M 0.01%
38,879
-6,351
891
$3.14M 0.01%
33,425
-871
892
$3.13M 0.01%
165,355
+17,135
893
$3.12M 0.01%
167,897
+5,917
894
$3.12M 0.01%
135,839
+6,026
895
$3.12M 0.01%
+115,228
896
$3.12M 0.01%
165,203
-3,074
897
$3.11M 0.01%
14,180
+188
898
$3.11M 0.01%
74,553
+37,807
899
$3.1M 0.01%
133,051
-1,693
900
$3.1M 0.01%
93,051
-45,430
34 35
36
37 38