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
1326
$1.55M 0.01%
12,454
+336
1327
$1.55M 0.01%
19,178
-1,972
1328
$1.55M 0.01%
+29,439
1329
$1.55M 0.01%
33,928
+7,538
1330
$1.54M 0.01%
12,765
-1,110
1331
$1.54M 0.01%
65,686
+515
1332
$1.54M 0.01%
52,761
+719
1333
$1.53M 0.01%
151,577
-41,445
1334
$1.53M 0.01%
58,932
+17,816
1335
$1.53M 0.01%
+50,748
1336
$1.53M 0.01%
4,009
+426
1337
$1.52M 0.01%
54,671
+2,072
1338
$1.52M 0.01%
26,009
-205
1339
$1.51M 0.01%
102,289
+1,312
1340
$1.51M 0.01%
61,221
-2,483
1341
$1.51M 0.01%
16,147
-352
1342
$1.5M 0.01%
11,553
-467
1343
$1.49M 0.01%
106,312
-2,356
1344
$1.49M 0.01%
89,075
-6,760
1345
$1.49M 0.01%
26,949
+6,654
1346
$1.48M 0.01%
39,335
-4,550
1347
$1.48M 0.01%
29,531
-27,820
1348
$1.48M 0.01%
144,003
-8,376
1349
$1.48M 0.01%
67,229
-5,536
1350
$1.48M 0.01%
47,673
+9,753
52 53
54
55 56