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
126
$34.4M 0.16%
632,563
-12,008
127
$34.1M 0.16%
349,498
+5,294
128
$34M 0.15%
531,187
-52,634
129
$33.5M 0.15%
165,415
-13,172
130
$33.5M 0.15%
496,387
+15,496
131
$32.7M 0.15%
1,138,519
+18,323
132
$32.5M 0.15%
141,395
+15,273
133
$32.4M 0.15%
205,448
-7,236
134
$32.3M 0.15%
508,325
-4,616
135
$32M 0.15%
984,080
+27,392
136
$31.8M 0.14%
521,247
+45,180
137
$31.8M 0.14%
287,089
+43,995
138
$31.8M 0.14%
893,089
+259,130
139
$31.7M 0.14%
140,627
-1,810
140
$31.6M 0.14%
129,615
-9,948
141
$31.6M 0.14%
951,822
-15,241
142
$31.5M 0.14%
714,340
+89,330
143
$30.8M 0.14%
282,505
+26,202
144
$30.6M 0.14%
1,635,052
+215,148
145
$30.6M 0.14%
419,451
+16,781
146
$30.4M 0.14%
1,586,118
+202,611
147
$30M 0.14%
278,729
+9,644
148
$29.8M 0.14%
287,562
+13,819
149
$29.1M 0.13%
289,282
-171,548
150
$29M 0.13%
312,123
+7,900
4 5
6
7 8