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
1126
$2.15M 0.01%
31,680
-3,136
1127
$2.13M 0.01%
35,364
-3,445
1128
$2.12M 0.01%
46,560
+9,045
1129
$2.12M 0.01%
187,737
-50,445
1130
$2.11M 0.01%
77,069
+4,443
1131
$2.11M 0.01%
71,183
+18,651
1132
$2.1M 0.01%
64,267
-2,054
1133
$2.1M 0.01%
30,751
+699
1134
$2.1M 0.01%
64,931
-854
1135
$2.09M 0.01%
9,263
+106
1136
$2.09M 0.01%
12,032
+29
1137
$2.09M 0.01%
76,918
+66,659
1138
$2.08M 0.01%
36,055
+237
1139
$2.08M 0.01%
42,309
+175
1140
$2.08M 0.01%
31,618
+8,245
1141
$2.08M 0.01%
44,982
-10,560
1142
$2.08M 0.01%
46,528
-23,428
1143
$2.08M 0.01%
13,974
+1,285
1144
$2.08M 0.01%
56,983
+32,280
1145
$2.08M 0.01%
46,533
+215
1146
$2.07M 0.01%
44,363
-10,821
1147
$2.07M 0.01%
+13,453
1148
$2.07M 0.01%
251,730
+113,360
1149
$2.06M 0.01%
13,978
+549
1150
$2.06M 0.01%
129,682
+4,007
44 45
46
47 48