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
1576
$1.05M ﹤0.01%
8,181
-11,392
1577
$1.05M ﹤0.01%
29,404
-2,321
1578
$1.05M ﹤0.01%
+33,485
1579
$1.04M ﹤0.01%
2,397
+72
1580
$1.04M ﹤0.01%
15,023
+377
1581
$1.04M ﹤0.01%
60,934
+11,151
1582
$1.04M ﹤0.01%
15,545
-59
1583
$1.04M ﹤0.01%
7,382
-471
1584
$1.04M ﹤0.01%
22,263
+1,200
1585
$1.04M ﹤0.01%
26,236
-8,443
1586
$1.04M ﹤0.01%
12,689
+1,956
1587
$1.03M ﹤0.01%
2,583
+584
1588
$1.03M ﹤0.01%
14,137
+1,042
1589
$1.03M ﹤0.01%
15,275
+212
1590
$1.03M ﹤0.01%
7,578
+443
1591
$1.03M ﹤0.01%
20,603
-10,163
1592
$1.03M ﹤0.01%
14,968
-726
1593
$1.03M ﹤0.01%
88,792
-41,101
1594
$1.03M ﹤0.01%
5,592
-94
1595
$1.03M ﹤0.01%
3,146
+305
1596
$1.02M ﹤0.01%
18,139
+31
1597
$1.02M ﹤0.01%
20,068
+2,688
1598
$1.02M ﹤0.01%
33,616
-15,646
1599
$1.02M ﹤0.01%
22,101
+4,260
1600
$1.02M ﹤0.01%
13,487
-1,094
62 63
64
65 66