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
1276
$1.69M 0.01%
100,941
+298
1277
$1.68M 0.01%
31,710
+2,684
1278
$1.68M 0.01%
33,989
+10,811
1279
$1.68M 0.01%
66,797
-8,409
1280
$1.68M 0.01%
62,307
+18,013
1281
$1.68M 0.01%
49,088
-4,879
1282
$1.68M 0.01%
17,023
-4,968
1283
$1.67M 0.01%
35,573
-666
1284
$1.67M 0.01%
6,261
+4,344
1285
$1.66M 0.01%
11,366
+154
1286
$1.66M 0.01%
49,299
-215
1287
$1.65M 0.01%
25,009
-795
1288
$1.65M 0.01%
7,317
+311
1289
$1.64M 0.01%
98,316
+3,850
1290
$1.63M 0.01%
7,068
+448
1291
$1.63M 0.01%
56,889
-781
1292
$1.62M 0.01%
3,943
+32
1293
$1.62M 0.01%
39,965
-584
1294
$1.62M 0.01%
33,367
-13,871
1295
$1.61M 0.01%
33,845
-10,538
1296
$1.61M 0.01%
53,869
+44,512
1297
$1.61M 0.01%
14,876
-16,346
1298
$1.61M 0.01%
30,504
+4,102
1299
$1.61M 0.01%
32,222
+3,528
1300
$1.61M 0.01%
117,019
-8,637
50 51
52
53 54