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
1426
$1.31M 0.01%
36,411
+754
1427
$1.31M 0.01%
41,498
+146
1428
$1.31M 0.01%
18,191
+3,565
1429
$1.31M 0.01%
28,959
+1,859
1430
$1.31M 0.01%
45,887
+501
1431
$1.3M 0.01%
17,914
+1,902
1432
$1.3M 0.01%
65,511
+172
1433
$1.3M 0.01%
8,944
-714
1434
$1.3M 0.01%
5,715
+99
1435
$1.3M 0.01%
41,605
+490
1436
$1.3M 0.01%
13,855
-791
1437
$1.29M 0.01%
+25,989
1438
$1.29M 0.01%
69,819
-5,402
1439
$1.29M 0.01%
103,614
+24,691
1440
$1.29M 0.01%
27,229
+495
1441
$1.29M 0.01%
75,424
+2,715
1442
$1.28M 0.01%
14,592
+46
1443
$1.28M 0.01%
23,517
+17,279
1444
$1.28M 0.01%
41,587
+487
1445
$1.28M 0.01%
49,668
-19,068
1446
$1.27M 0.01%
41,431
+979
1447
$1.27M 0.01%
12,000
+984
1448
$1.27M 0.01%
120,296
-7,486
1449
$1.27M 0.01%
30,066
+105
1450
$1.27M 0.01%
75,603
+16,487
56 57
58
59 60