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
1201
$1.9M 0.01%
37,996
+20,085
1202
$1.89M 0.01%
139,292
-13,117
1203
$1.89M 0.01%
23,114
-39,657
1204
$1.89M 0.01%
48,687
-5,073
1205
$1.88M 0.01%
66,900
+19,661
1206
$1.88M 0.01%
91,496
-5,186
1207
$1.88M 0.01%
89,039
+10,801
1208
$1.88M 0.01%
65,129
+25,775
1209
$1.88M 0.01%
101,314
-24,631
1210
$1.88M 0.01%
74,154
-977
1211
$1.87M 0.01%
19,047
-815
1212
$1.87M 0.01%
45,504
-6,319
1213
$1.87M 0.01%
33,352
+16,097
1214
$1.86M 0.01%
5,267
-706
1215
$1.86M 0.01%
67,783
+10,447
1216
$1.86M 0.01%
121,684
-6,852
1217
$1.85M 0.01%
36,920
+53
1218
$1.84M 0.01%
73,757
-19,753
1219
$1.84M 0.01%
34,200
+3,953
1220
$1.84M 0.01%
42,474
-3,971
1221
$1.84M 0.01%
22,097
+4,461
1222
$1.84M 0.01%
48,729
-17,692
1223
$1.84M 0.01%
86,776
-66,704
1224
$1.84M 0.01%
33,982
+432
1225
$1.83M 0.01%
16,549
-1,110
47 48
49
50 51