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
1351
$1.48M 0.01%
41,831
-3,149
1352
$1.48M 0.01%
83,317
-8,299
1353
$1.47M 0.01%
40,981
-8,448
1354
$1.47M 0.01%
20,666
+6,945
1355
$1.47M 0.01%
14,396
+1,862
1356
$1.46M 0.01%
3,333
+702
1357
$1.46M 0.01%
55,892
+33,161
1358
$1.46M 0.01%
25,779
-1,210
1359
$1.45M 0.01%
35,444
-23,530
1360
$1.45M 0.01%
52,826
-38
1361
$1.45M 0.01%
45,676
+723
1362
$1.44M 0.01%
4,278
-22
1363
$1.44M 0.01%
134,795
+33,931
1364
$1.44M 0.01%
55,906
-15,292
1365
$1.44M 0.01%
8,743
+230
1366
$1.44M 0.01%
71,614
+37
1367
$1.44M 0.01%
59,087
+7,189
1368
$1.44M 0.01%
23,179
+12,215
1369
$1.44M 0.01%
48,162
+3,557
1370
$1.43M 0.01%
33,456
+72
1371
$1.43M 0.01%
34,390
-10,347
1372
$1.43M 0.01%
58,753
+9,185
1373
$1.43M 0.01%
42,027
+5,619
1374
$1.42M 0.01%
45,451
-8,628
1375
$1.42M 0.01%
19,439
-2,085
53 54
55
56 57