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
1376
$1.42M 0.01%
13,701
+3,369
1377
$1.42M 0.01%
40,179
-8,091
1378
$1.42M 0.01%
57,227
+4,847
1379
$1.41M 0.01%
26,985
-1,088
1380
$1.41M 0.01%
25,130
-712
1381
$1.41M 0.01%
30,182
-786
1382
$1.41M 0.01%
29,773
+2,761
1383
$1.4M 0.01%
12,798
-21,003
1384
$1.4M 0.01%
48,295
+34,956
1385
$1.4M 0.01%
15,798
-12,980
1386
$1.39M 0.01%
20,318
-749
1387
$1.39M 0.01%
45,098
+3,275
1388
$1.39M 0.01%
38,738
-6,951
1389
$1.39M 0.01%
41,538
+7,547
1390
$1.39M 0.01%
3,983
-138
1391
$1.38M 0.01%
10,178
-8,862
1392
$1.38M 0.01%
27,240
-3,654
1393
$1.38M 0.01%
7,086
-1,051
1394
$1.38M 0.01%
72,199
+3,310
1395
$1.38M 0.01%
47,406
+694
1396
$1.38M 0.01%
27,743
-587
1397
$1.37M 0.01%
+53,097
1398
$1.37M 0.01%
65,140
+26,195
1399
$1.37M 0.01%
28,299
+1,810
1400
$1.37M 0.01%
33,505
-459
54 55
56
57 58