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
101
$41.2M 0.19%
255,353
+6,874
102
$40.3M 0.18%
207,295
+49,853
103
$40.3M 0.18%
413,330
-33,942
104
$40.2M 0.18%
495,049
-100,112
105
$39.8M 0.18%
115,710
-13,469
106
$39.4M 0.18%
493,373
+211,739
107
$38.8M 0.18%
434,589
-5,591
108
$38.5M 0.18%
639,902
+5,529
109
$38.5M 0.18%
872,339
+419,141
110
$38.2M 0.17%
335,139
+9,835
111
$38.1M 0.17%
525,909
+10,622
112
$38M 0.17%
77,775
+8,781
113
$37.2M 0.17%
429,140
+7,480
114
$37M 0.17%
641,030
-392,702
115
$36.8M 0.17%
2,305,071
+96,462
116
$36.4M 0.17%
229,522
+11,509
117
$36.3M 0.17%
363,821
-12,366
118
$35.9M 0.16%
548,656
+46,256
119
$35.7M 0.16%
373,721
-319
120
$35.3M 0.16%
475,908
+20,571
121
$35.3M 0.16%
528,911
+36,889
122
$35.1M 0.16%
89,178
-601
123
$35M 0.16%
675,592
+628
124
$34.7M 0.16%
750,889
+29,463
125
$34.6M 0.16%
951,825
-7,484
3 4
5
6 7