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
976
$2.77M 0.01%
73,786
-8,440
977
$2.77M 0.01%
116,432
-2,073
978
$2.77M 0.01%
45,333
+5,616
979
$2.76M 0.01%
55,132
+20,256
980
$2.76M 0.01%
88,443
-32,547
981
$2.76M 0.01%
141,513
+18,904
982
$2.76M 0.01%
+104,623
983
$2.75M 0.01%
+77,749
984
$2.74M 0.01%
49,907
-18,791
985
$2.74M 0.01%
43,095
+14,029
986
$2.73M 0.01%
+95,317
987
$2.73M 0.01%
292,420
-13,958
988
$2.73M 0.01%
21,241
-13,221
989
$2.73M 0.01%
33,710
+2,270
990
$2.72M 0.01%
+283,825
991
$2.72M 0.01%
82,886
+14,810
992
$2.72M 0.01%
8,183
-1,685
993
$2.72M 0.01%
24,082
+4,094
994
$2.71M 0.01%
59,357
-8,158
995
$2.71M 0.01%
3,432
-20
996
$2.7M 0.01%
74,292
-8,072
997
$2.69M 0.01%
100,308
-7,397
998
$2.69M 0.01%
37,805
-540
999
$2.68M 0.01%
244,594
-997
1000
$2.68M 0.01%
21,584
-56
38 39
40
41 42