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
76
$51.6M 0.23%
2,043,856
+227,259
77
$51.5M 0.23%
657,853
+33,778
78
$50.8M 0.23%
1,037,164
+72,203
79
$50.6M 0.23%
517,238
+173,274
80
$50.5M 0.23%
1,111,398
+16,269
81
$49.9M 0.23%
1,342,552
+74,226
82
$49.8M 0.23%
665,103
-8,156
83
$49M 0.22%
200,165
+7,543
84
$49M 0.22%
506,726
+300,579
85
$47.9M 0.22%
507,727
+7,957
86
$47.1M 0.21%
251,709
+17,980
87
$46.9M 0.21%
909,704
-58,365
88
$46.7M 0.21%
946,553
+72,686
89
$46.5M 0.21%
105,181
+7,974
90
$44.9M 0.2%
182,582
+4,080
91
$44.5M 0.2%
1,029,648
+141,923
92
$44.4M 0.2%
96,548
-4,932
93
$44.4M 0.2%
1,304,149
-90,686
94
$44.2M 0.2%
267,151
-24,048
95
$43.4M 0.2%
205,660
+14,765
96
$43M 0.2%
1,590,800
+143,788
97
$42.4M 0.19%
2,211,819
-22,665
98
$42.2M 0.19%
569,361
+49,056
99
$42.2M 0.19%
673,740
+9,897
100
$41.6M 0.19%
826,800
+10,906
2 3
4
5 6