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
1301
$1.6M 0.01%
60,874
-9,582
1302
$1.6M 0.01%
23,771
+6,112
1303
$1.6M 0.01%
20,270
+12,603
1304
$1.6M 0.01%
11,140
+830
1305
$1.6M 0.01%
19,483
-11,339
1306
$1.59M 0.01%
34,963
+1,512
1307
$1.59M 0.01%
43,351
-13,372
1308
$1.59M 0.01%
16,673
-1,670
1309
$1.59M 0.01%
+43,698
1310
$1.58M 0.01%
190,101
+7,955
1311
$1.58M 0.01%
33,682
-1,794
1312
$1.58M 0.01%
14,866
+2,627
1313
$1.58M 0.01%
8,244
+128
1314
$1.57M 0.01%
51,216
-104,483
1315
$1.57M 0.01%
53,152
-2,564
1316
$1.57M 0.01%
+59,895
1317
$1.57M 0.01%
25,712
+1,496
1318
$1.57M 0.01%
166,038
+5,557
1319
$1.56M 0.01%
30,084
+5,522
1320
$1.56M 0.01%
50,442
+34,080
1321
$1.56M 0.01%
105,787
+2,542
1322
$1.56M 0.01%
43,328
+3,443
1323
$1.55M 0.01%
16,017
+852
1324
$1.55M 0.01%
24,412
-290
1325
$1.55M 0.01%
41,787
-3,958
51 52
53
54 55