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
1501
$1.17M 0.01%
9,550
-348
1502
$1.17M 0.01%
13,166
+2,524
1503
$1.16M 0.01%
36,656
+6,693
1504
$1.16M 0.01%
14,174
-8,232
1505
$1.16M 0.01%
56,061
-11,659
1506
$1.16M 0.01%
61,144
-5,711
1507
$1.16M 0.01%
8,028
-126
1508
$1.16M 0.01%
122,273
+5,215
1509
$1.15M 0.01%
14,855
+5,952
1510
$1.15M 0.01%
50,119
+3,962
1511
$1.15M 0.01%
13,417
-13,060
1512
$1.15M 0.01%
118,544
+12,784
1513
$1.15M 0.01%
19,113
-1,575
1514
$1.14M 0.01%
19,895
+4,475
1515
$1.14M 0.01%
82,838
+1,697
1516
$1.14M 0.01%
112,508
+1,572
1517
$1.14M 0.01%
12,602
+236
1518
$1.14M 0.01%
43,200
-2,693
1519
$1.13M 0.01%
25,852
+11,193
1520
$1.13M 0.01%
11,397
+81
1521
$1.13M 0.01%
68,055
+3,729
1522
$1.13M 0.01%
35,044
+3,156
1523
$1.13M 0.01%
59,134
-876
1524
$1.13M 0.01%
+45,551
1525
$1.13M 0.01%
30,670
+10,867
59 60
61
62 63