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
1076
$2.34M 0.01%
27,945
+1,649
1077
$2.33M 0.01%
67,771
+4,960
1078
$2.33M 0.01%
75,892
+6,539
1079
$2.33M 0.01%
11,846
-1,343
1080
$2.33M 0.01%
104,999
+11,405
1081
$2.32M 0.01%
32,590
+3,184
1082
$2.32M 0.01%
64,436
+7,561
1083
$2.32M 0.01%
44,954
+973
1084
$2.32M 0.01%
342,622
-38,907
1085
$2.31M 0.01%
15,493
-987
1086
$2.31M 0.01%
58,737
-5,271
1087
$2.29M 0.01%
359,642
-3,680
1088
$2.29M 0.01%
64,058
+311
1089
$2.29M 0.01%
21,470
-4,626
1090
$2.29M 0.01%
78,227
-5,961
1091
$2.29M 0.01%
40,212
-27,739
1092
$2.29M 0.01%
127,360
-3,731
1093
$2.28M 0.01%
75,141
-51,573
1094
$2.28M 0.01%
7,498
-156
1095
$2.27M 0.01%
140,975
+36,569
1096
$2.27M 0.01%
20,344
+105
1097
$2.27M 0.01%
54,444
+10,534
1098
$2.27M 0.01%
22,942
+15,590
1099
$2.27M 0.01%
+64,174
1100
$2.26M 0.01%
39,314
-31
42 43
44
45 46