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
1101
$2.26M 0.01%
32,528
-1,616
1102
$2.25M 0.01%
11,257,560
+1,000
1103
$2.25M 0.01%
192,735
-5,402
1104
$2.23M 0.01%
98,350
-25,504
1105
$2.23M 0.01%
19,729
+981
1106
$2.23M 0.01%
22,798
-218
1107
$2.23M 0.01%
124,927
-71,986
1108
$2.21M 0.01%
30,432
+3,804
1109
$2.21M 0.01%
13,209
-2,951
1110
$2.21M 0.01%
97,167
+4,678
1111
$2.21M 0.01%
90,175
+10,760
1112
$2.21M 0.01%
45,352
+2,140
1113
$2.21M 0.01%
25,938
+3,592
1114
$2.2M 0.01%
23,012
+453
1115
$2.19M 0.01%
48,126
+3,093
1116
$2.19M 0.01%
39,378
+11,355
1117
$2.19M 0.01%
121,455
+2,805
1118
$2.19M 0.01%
73,187
+5,646
1119
$2.18M 0.01%
82,156
+2,260
1120
$2.17M 0.01%
101,236
-123,495
1121
$2.17M 0.01%
63,286
-42,967
1122
$2.16M 0.01%
45,245
+10,386
1123
$2.15M 0.01%
50,618
-864
1124
$2.15M 0.01%
149,986
+5,251
1125
$2.15M 0.01%
56,189
-12,424
43 44
45
46 47