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
1051
$2.45M 0.01%
91,078
+31,673
1052
$2.44M 0.01%
1,764
+78
1053
$2.44M 0.01%
45,687
+3,926
1054
$2.44M 0.01%
101,898
-79
1055
$2.43M 0.01%
101,600
+5,228
1056
$2.43M 0.01%
59,674
-2,374
1057
$2.43M 0.01%
37,956
+885
1058
$2.42M 0.01%
89,138
-6,467
1059
$2.42M 0.01%
82,876
-19,808
1060
$2.42M 0.01%
40,079
+3,345
1061
$2.41M 0.01%
70,858
-7,572
1062
$2.41M 0.01%
106,298
+18,164
1063
$2.4M 0.01%
133,862
+3,887
1064
$2.38M 0.01%
93,865
-37,231
1065
$2.38M 0.01%
55,743
-13,263
1066
$2.37M 0.01%
154,359
+283
1067
$2.37M 0.01%
58,724
-7,271
1068
$2.36M 0.01%
22,666
+7,782
1069
$2.36M 0.01%
82,081
-22,799
1070
$2.36M 0.01%
57,509
+3,931
1071
$2.36M 0.01%
42,412
+4,860
1072
$2.36M 0.01%
16,400
+3,272
1073
$2.36M 0.01%
69,765
+4,553
1074
$2.35M 0.01%
50,722
+6,178
1075
$2.34M 0.01%
82,225
+4,885
41 42
43
44 45