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
1251
$1.74M 0.01%
43,319
+2,632
1252
$1.74M 0.01%
51,949
+23,553
1253
$1.74M 0.01%
59,161
+1,662
1254
$1.74M 0.01%
10,866
+2,037
1255
$1.74M 0.01%
4,632
+33
1256
$1.73M 0.01%
30,195
+14,414
1257
$1.73M 0.01%
15,060
+791
1258
$1.73M 0.01%
89,014
+2,706
1259
$1.72M 0.01%
+34,098
1260
$1.72M 0.01%
15,355
+364
1261
$1.72M 0.01%
33,344
+3,962
1262
$1.72M 0.01%
38,927
+2,700
1263
$1.72M 0.01%
64,635
+11,158
1264
$1.71M 0.01%
43,519
+1,581
1265
$1.71M 0.01%
97,892
-46,398
1266
$1.71M 0.01%
31,178
-1,654
1267
$1.7M 0.01%
+48,044
1268
$1.7M 0.01%
21,859
+7,706
1269
$1.7M 0.01%
44,386
-4,945
1270
$1.7M 0.01%
18,103
-772
1271
$1.7M 0.01%
32,878
+9,112
1272
$1.7M 0.01%
65,801
+2,094
1273
$1.7M 0.01%
9,012
-710
1274
$1.69M 0.01%
29,844
-10,578
1275
$1.69M 0.01%
116,305
-16,667
49 50
51
52 53