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
1526
$1.13M 0.01%
86,035
+19,905
1527
$1.13M 0.01%
20,826
-10,705
1528
$1.13M 0.01%
95,738
-2,673
1529
$1.12M 0.01%
49,762
+3,626
1530
$1.12M 0.01%
10,067
-1,504
1531
$1.12M 0.01%
352,306
+203,746
1532
$1.12M 0.01%
44,445
-960
1533
$1.11M 0.01%
124,947
-8,228
1534
$1.11M 0.01%
141,017
+44,070
1535
$1.11M 0.01%
58,600
+297
1536
$1.11M 0.01%
32,262
-800
1537
$1.11M 0.01%
4,720
-31
1538
$1.11M 0.01%
49,177
+4,222
1539
$1.11M 0.01%
88,918
-15,100
1540
$1.11M 0.01%
39,950
+16,608
1541
$1.11M 0.01%
50,994
-1,562
1542
$1.11M 0.01%
40,562
-1,156
1543
$1.11M 0.01%
6,438
-297
1544
$1.1M 0.01%
32,570
+5,931
1545
$1.1M 0.01%
22,401
+4,239
1546
$1.1M 0.01%
142,543
-15,830
1547
$1.1M 0.01%
46,640
-25,459
1548
$1.1M 0.01%
+19,287
1549
$1.1M 0.01%
32,738
-5,523
1550
$1.09M 0.01%
61,198
-1,294
60 61
62
63 64