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
1226
$1.83M 0.01%
33,840
+5,943
1227
$1.82M 0.01%
42,693
-30,368
1228
$1.82M 0.01%
10,882
+3,088
1229
$1.82M 0.01%
64,309
-137,331
1230
$1.82M 0.01%
8,877
+173
1231
$1.82M 0.01%
3,780
+50
1232
$1.81M 0.01%
52,472
+4,495
1233
$1.79M 0.01%
21,542
+2,976
1234
$1.79M 0.01%
14,887
+2,676
1235
$1.79M 0.01%
186,922
-3,060
1236
$1.78M 0.01%
37,008
-652
1237
$1.78M 0.01%
153,463
+955
1238
$1.78M 0.01%
49,657
+1,441
1239
$1.78M 0.01%
12,989
-5,576
1240
$1.78M 0.01%
48,811
-3,164
1241
$1.77M 0.01%
81,664
+2,039
1242
$1.77M 0.01%
62,825
+80
1243
$1.77M 0.01%
162,292
-1,526
1244
$1.76M 0.01%
63,095
+11,292
1245
$1.76M 0.01%
77,476
-3,890
1246
$1.76M 0.01%
37,804
+5,343
1247
$1.75M 0.01%
69,849
+42,729
1248
$1.75M 0.01%
16,252
-3,183
1249
$1.74M 0.01%
48,523
+5,978
1250
$1.74M 0.01%
174,316
+26,079
48 49
50
51 52