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
1451
$1.27M 0.01%
46,364
+6,481
1452
$1.27M 0.01%
15,550
-1,126
1453
$1.27M 0.01%
113,071
-4,088
1454
$1.26M 0.01%
4,400
-20,322
1455
$1.26M 0.01%
+3,678
1456
$1.26M 0.01%
121,043
-29,726
1457
$1.26M 0.01%
72,138
+13,688
1458
$1.26M 0.01%
21,649
+3,139
1459
$1.25M 0.01%
56,842
+3,509
1460
$1.25M 0.01%
20,149
-836
1461
$1.25M 0.01%
12,463
+1,679
1462
$1.25M 0.01%
66,031
-737
1463
$1.24M 0.01%
39,735
-7,204
1464
$1.24M 0.01%
+34,952
1465
$1.24M 0.01%
63,551
-5,735
1466
$1.23M 0.01%
25,261
+1,714
1467
$1.23M 0.01%
8,920
-45
1468
$1.23M 0.01%
39,461
+10,512
1469
$1.23M 0.01%
545,847
+521,723
1470
$1.23M 0.01%
26,064
+6,219
1471
$1.23M 0.01%
23,028
-5,755
1472
$1.22M 0.01%
+42,816
1473
$1.22M 0.01%
12,939
+54
1474
$1.22M 0.01%
10,515
+329
1475
$1.22M 0.01%
52,935
+11,575
57 58
59
60 61