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
951
$2.89M 0.01%
51,179
-7,014
952
$2.89M 0.01%
126,929
+36,977
953
$2.88M 0.01%
80,102
-3,244
954
$2.88M 0.01%
114,010
+27,782
955
$2.87M 0.01%
51,771
-5,427
956
$2.87M 0.01%
6,219
+1,238
957
$2.87M 0.01%
90,985
+1,662
958
$2.86M 0.01%
57,213
+4,955
959
$2.86M 0.01%
30,731
-6,420
960
$2.86M 0.01%
12,669
+3,634
961
$2.85M 0.01%
93,265
+18,824
962
$2.85M 0.01%
72,704
-3,188
963
$2.84M 0.01%
75,433
-42,707
964
$2.83M 0.01%
+68,629
965
$2.81M 0.01%
358,442
-32,898
966
$2.81M 0.01%
60,389
-1,571
967
$2.81M 0.01%
51,201
-42,603
968
$2.8M 0.01%
47,789
+300
969
$2.8M 0.01%
79,954
-7,273
970
$2.79M 0.01%
+83,073
971
$2.79M 0.01%
143,664
+113,392
972
$2.79M 0.01%
41,069
-1,345
973
$2.78M 0.01%
188,662
+7,231
974
$2.78M 0.01%
101,813
-7,775
975
$2.77M 0.01%
87,538
+29,100
37 38
39
40 41