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
1626
$978K ﹤0.01%
15,608
-105
1627
$977K ﹤0.01%
35,632
-10,524
1628
$976K ﹤0.01%
10,238
-6,754
1629
$976K ﹤0.01%
24,128
+2,834
1630
$975K ﹤0.01%
105,559
+10,325
1631
$974K ﹤0.01%
12,233
+3,646
1632
$971K ﹤0.01%
21,200
+8,222
1633
$970K ﹤0.01%
27,602
-775
1634
$969K ﹤0.01%
32,366
+6,071
1635
$965K ﹤0.01%
20,931
-126
1636
$965K ﹤0.01%
154,417
-5,450
1637
$964K ﹤0.01%
5,284
+949
1638
$962K ﹤0.01%
102,745
-1,705
1639
$962K ﹤0.01%
9,404
+228
1640
$961K ﹤0.01%
73,714
-9,929
1641
$957K ﹤0.01%
47,906
-26,121
1642
$957K ﹤0.01%
69,020
-30,503
1643
$954K ﹤0.01%
30,558
-1,180
1644
$951K ﹤0.01%
26,066
+2,037
1645
$949K ﹤0.01%
95,106
-7,742
1646
$949K ﹤0.01%
16,778
-5,517
1647
$949K ﹤0.01%
143,605
-404
1648
$949K ﹤0.01%
46,369
+10,370
1649
$948K ﹤0.01%
46,840
-19,016
1650
$947K ﹤0.01%
34,627
+9,266
64 65
66
67 68