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
926
$2.98M 0.01%
155,035
-23,662
927
$2.98M 0.01%
25,918
+11,701
928
$2.97M 0.01%
93,507
+1,332
929
$2.97M 0.01%
120,667
+2,673
930
$2.97M 0.01%
60,457
-4,356
931
$2.96M 0.01%
44,281
-14,621
932
$2.96M 0.01%
89,730
-2,290
933
$2.96M 0.01%
+101,720
934
$2.94M 0.01%
50,586
-3,556
935
$2.94M 0.01%
37,005
-2,970
936
$2.94M 0.01%
162,879
+7,163
937
$2.94M 0.01%
82,931
+3,949
938
$2.94M 0.01%
91,255
+2,580
939
$2.93M 0.01%
32,951
+747
940
$2.93M 0.01%
80,646
+24,921
941
$2.93M 0.01%
65,806
-5,978
942
$2.93M 0.01%
51,108
+1,056
943
$2.93M 0.01%
45,192
+37,133
944
$2.92M 0.01%
75,206
-4,374
945
$2.92M 0.01%
83,660
-4,898
946
$2.92M 0.01%
132,349
+1,558
947
$2.91M 0.01%
520,248
-7,599
948
$2.9M 0.01%
33,454
-1,501
949
$2.9M 0.01%
111,192
-6,312
950
$2.9M 0.01%
113,264
-52,866
36 37
38
39 40