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
1151
$2.06M 0.01%
176,181
+7,600
1152
$2.06M 0.01%
29,775
+2,775
1153
$2.06M 0.01%
28,680
+2,493
1154
$2.06M 0.01%
67,064
+7,621
1155
$2.05M 0.01%
82,019
-9,853
1156
$2.05M 0.01%
130,906
+4,985
1157
$2.05M 0.01%
57,631
-6,477
1158
$2.04M 0.01%
80,233
-5,348
1159
$2.04M 0.01%
77,958
+4,246
1160
$2.04M 0.01%
49,868
-39,170
1161
$2.04M 0.01%
244,985
+19,377
1162
$2.04M 0.01%
28,053
+1,429
1163
$2.04M 0.01%
28,594
-4,195
1164
$2.04M 0.01%
40,574
-2,362
1165
$2.04M 0.01%
15,434
-1,434
1166
$2.03M 0.01%
18,050
+1,712
1167
$2.03M 0.01%
39,725
+120
1168
$2.03M 0.01%
56,068
+3,849
1169
$2.03M 0.01%
48,764
-734
1170
$2.02M 0.01%
37,366
+3,129
1171
$2.02M 0.01%
7,421
+1,169
1172
$2.01M 0.01%
31,942
-10,231
1173
$2M 0.01%
52,748
+7,599
1174
$2M 0.01%
49,668
-12,140
1175
$2M 0.01%
127,690
-9
45 46
47
48 49