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
1176
$2M 0.01%
315
+14
1177
$1.99M 0.01%
49,014
-621
1178
$1.99M 0.01%
4,844
-423
1179
$1.98M 0.01%
79,560
+25,560
1180
$1.98M 0.01%
101,898
+5,609
1181
$1.97M 0.01%
35,722
+15,757
1182
$1.97M 0.01%
27,474
-523
1183
$1.97M 0.01%
45,249
-546
1184
$1.96M 0.01%
86,241
+5,569
1185
$1.96M 0.01%
78,224
+18,365
1186
$1.96M 0.01%
22,612
-40,899
1187
$1.96M 0.01%
73,628
-926
1188
$1.95M 0.01%
93,190
+5,445
1189
$1.95M 0.01%
16,743
+6,276
1190
$1.95M 0.01%
23,003
-1,189
1191
$1.94M 0.01%
13,857
+4,019
1192
$1.94M 0.01%
90,918
-95,243
1193
$1.93M 0.01%
65,618
-5,706
1194
$1.93M 0.01%
13,260
+654
1195
$1.92M 0.01%
9,270
-203
1196
$1.92M 0.01%
38,561
+6,027
1197
$1.92M 0.01%
86,598
+3,050
1198
$1.92M 0.01%
11,564
+507
1199
$1.91M 0.01%
33,653
+10,853
1200
$1.9M 0.01%
5,744
+273
46 47
48
49 50