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
1026
$2.54M 0.01%
+103,363
1027
$2.54M 0.01%
45,549
-67,572
1028
$2.54M 0.01%
487,553
+4,171
1029
$2.53M 0.01%
27,459
-181,155
1030
$2.53M 0.01%
62,220
-16,329
1031
$2.52M 0.01%
149,005
+3,878
1032
$2.52M 0.01%
220,127
+6,792
1033
$2.51M 0.01%
131,872
+2,391
1034
$2.51M 0.01%
39,730
+1,850
1035
$2.51M 0.01%
62,284
+8,859
1036
$2.5M 0.01%
+86,436
1037
$2.5M 0.01%
13,637
+7,481
1038
$2.5M 0.01%
40,317
+29,508
1039
$2.49M 0.01%
71,242
-5,284
1040
$2.49M 0.01%
14,900
+6,346
1041
$2.49M 0.01%
+96,697
1042
$2.48M 0.01%
78,703
+51,105
1043
$2.48M 0.01%
48,329
-279
1044
$2.48M 0.01%
54,651
+6,750
1045
$2.47M 0.01%
100,829
+13,937
1046
$2.46M 0.01%
13,208
+2,598
1047
$2.45M 0.01%
18,560
-588
1048
$2.45M 0.01%
114,364
-9,417
1049
$2.45M 0.01%
117,206
-22,837
1050
$2.45M 0.01%
67,644
-4,315
40 41
42
43 44