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
1551
$1.09M 0.01%
19,002
+1,572
1552
$1.09M 0.01%
23,318
+15,831
1553
$1.09M 0.01%
2,842
-303
1554
$1.09M ﹤0.01%
14,649
+1,281
1555
$1.08M ﹤0.01%
24,219
-1,166
1556
$1.08M ﹤0.01%
21,218
+5,045
1557
$1.08M ﹤0.01%
47,211
+5,254
1558
$1.08M ﹤0.01%
28,285
-9,587
1559
$1.08M ﹤0.01%
105,106
-749
1560
$1.08M ﹤0.01%
6,138
-173
1561
$1.08M ﹤0.01%
54,079
-62,930
1562
$1.08M ﹤0.01%
49,365
+1,853
1563
$1.07M ﹤0.01%
41,251
-24,774
1564
$1.07M ﹤0.01%
31,856
-9,663
1565
$1.07M ﹤0.01%
12,354
+536
1566
$1.07M ﹤0.01%
45,359
-2,501
1567
$1.07M ﹤0.01%
21,771
+4,752
1568
$1.07M ﹤0.01%
11,113
+780
1569
$1.07M ﹤0.01%
91,945
-1,916
1570
$1.07M ﹤0.01%
33,222
-4,875
1571
$1.07M ﹤0.01%
36,554
-55
1572
$1.06M ﹤0.01%
20,214
+1,419
1573
$1.06M ﹤0.01%
22,576
+541
1574
$1.06M ﹤0.01%
15,373
-10,956
1575
$1.05M ﹤0.01%
91,076
-2,578
61 62
63
64 65