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
1001
$2.68M 0.01%
18,798
-883
1002
$2.68M 0.01%
99,199
+4,546
1003
$2.68M 0.01%
5,688
-1,011
1004
$2.68M 0.01%
122,942
-307,423
1005
$2.67M 0.01%
47,294
+10,251
1006
$2.66M 0.01%
31,803
-194
1007
$2.66M 0.01%
124,401
-13,430
1008
$2.65M 0.01%
319,997
+23,778
1009
$2.64M 0.01%
11,749
-3,031
1010
$2.64M 0.01%
66,881
-135,441
1011
$2.61M 0.01%
101,063
-25,484
1012
$2.61M 0.01%
+90,383
1013
$2.6M 0.01%
33,881
-796
1014
$2.6M 0.01%
49,085
-17,761
1015
$2.6M 0.01%
66,637
-22,283
1016
$2.59M 0.01%
115,383
+46,716
1017
$2.59M 0.01%
84,450
+6,123
1018
$2.58M 0.01%
41,904
-81,117
1019
$2.58M 0.01%
41,730
+489
1020
$2.57M 0.01%
97,759
-3,746
1021
$2.56M 0.01%
12,453
+891
1022
$2.56M 0.01%
48,085
+26,270
1023
$2.55M 0.01%
63,439
-7,680
1024
$2.55M 0.01%
321,664
-31,743
1025
$2.54M 0.01%
59,327
-6,758
39 40
41
42 43