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
1476
$1.22M 0.01%
9,676
+40
1477
$1.21M 0.01%
60,688
-9,395
1478
$1.21M 0.01%
51,548
+9,496
1479
$1.21M 0.01%
26,106
-27,976
1480
$1.21M 0.01%
9,083
+3,079
1481
$1.21M 0.01%
36,097
-1,938
1482
$1.21M 0.01%
11,820
+113
1483
$1.21M 0.01%
7,179
-124
1484
$1.2M 0.01%
35,011
-2,451
1485
$1.2M 0.01%
7,932
+1,149
1486
$1.2M 0.01%
36,020
+13,313
1487
$1.2M 0.01%
45,975
-9,498
1488
$1.2M 0.01%
35,856
-19,022
1489
$1.2M 0.01%
16,365
+212
1490
$1.2M 0.01%
83,366
+1,215
1491
$1.2M 0.01%
17,025
+13,097
1492
$1.2M 0.01%
8,121
-514
1493
$1.19M 0.01%
+47,911
1494
$1.19M 0.01%
39,953
+27,592
1495
$1.19M 0.01%
19,568
-1,014
1496
$1.18M 0.01%
20,109
+63
1497
$1.18M 0.01%
+20,851
1498
$1.17M 0.01%
48,725
+4,772
1499
$1.17M 0.01%
17,837
-109
1500
$1.17M 0.01%
111,843
+5,835
58 59
60
61 62