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
1601
$1.02M ﹤0.01%
5,551
-12,330
1602
$1.02M ﹤0.01%
7,549
-26
1603
$1.02M ﹤0.01%
35,407
+1,303
1604
$1.01M ﹤0.01%
23,602
-469
1605
$1.01M ﹤0.01%
1,872
+615
1606
$1.01M ﹤0.01%
8,176
-86
1607
$1.01M ﹤0.01%
11,089
-7,757
1608
$1.01M ﹤0.01%
29,173
+3,187
1609
$1.01M ﹤0.01%
9,797
-3,609
1610
$1M ﹤0.01%
11,882
+23
1611
$1M ﹤0.01%
25,932
-456
1612
$1M ﹤0.01%
19,105
-42,309
1613
$1M ﹤0.01%
22,783
+5
1614
$999K ﹤0.01%
+17,403
1615
$998K ﹤0.01%
9,576
+6,620
1616
$997K ﹤0.01%
17,272
-1,471
1617
$996K ﹤0.01%
15,804
+11,779
1618
$992K ﹤0.01%
77,013
+9,348
1619
$992K ﹤0.01%
97,910
-75
1620
$991K ﹤0.01%
308,615
+101,500
1621
$984K ﹤0.01%
26,351
-2,234
1622
$981K ﹤0.01%
84,007
+3,298
1623
$981K ﹤0.01%
22,009
-4,862
1624
$978K ﹤0.01%
30,785
+4,451
1625
$978K ﹤0.01%
16,248
-2,732
63 64
65
66 67