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
1401
$1.37M 0.01%
34,181
+2,781
1402
$1.37M 0.01%
44,707
-1,441
1403
$1.36M 0.01%
16,279
-598
1404
$1.36M 0.01%
23,024
-2,005
1405
$1.36M 0.01%
30,382
-1,555
1406
$1.36M 0.01%
42,712
-5,193
1407
$1.35M 0.01%
58,192
+39,336
1408
$1.35M 0.01%
46,531
-2,881
1409
$1.35M 0.01%
43,163
-91,494
1410
$1.35M 0.01%
16,025
+768
1411
$1.35M 0.01%
29,250
+681
1412
$1.35M 0.01%
7,418
-7,703
1413
$1.35M 0.01%
13,715
-638
1414
$1.35M 0.01%
44,760
+6,496
1415
$1.35M 0.01%
10,387
-201
1416
$1.34M 0.01%
45,140
+6,350
1417
$1.34M 0.01%
59,169
+9,263
1418
$1.34M 0.01%
47,376
+6,841
1419
$1.34M 0.01%
207,908
-5,812
1420
$1.34M 0.01%
+11,736
1421
$1.34M 0.01%
29,367
+786
1422
$1.34M 0.01%
39,348
-1,265
1423
$1.33M 0.01%
243,301
+7,635
1424
$1.32M 0.01%
25,152
-993
1425
$1.32M 0.01%
58,473
+3,637
55 56
57
58 59