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
1651
$946K ﹤0.01%
21,947
+585
1652
$945K ﹤0.01%
6,787
-2,747
1653
$943K ﹤0.01%
5,658
+795
1654
$941K ﹤0.01%
13,275
-15,199
1655
$941K ﹤0.01%
21,609
+238
1656
$938K ﹤0.01%
60,610
+1,359
1657
$937K ﹤0.01%
24,343
-25,067
1658
$936K ﹤0.01%
1,046
+494
1659
$935K ﹤0.01%
14,533
+4,830
1660
$934K ﹤0.01%
14,301
-2,228
1661
$932K ﹤0.01%
4,690
+511
1662
$931K ﹤0.01%
5,145
-419
1663
$929K ﹤0.01%
41,489
-3,175
1664
$927K ﹤0.01%
32,995
-1,152
1665
$927K ﹤0.01%
12,762
-6,179
1666
$924K ﹤0.01%
14,397
+5,299
1667
$924K ﹤0.01%
37,020
-10,734
1668
$922K ﹤0.01%
10,856
+15
1669
$920K ﹤0.01%
40,986
+988
1670
$919K ﹤0.01%
27,219
-4,124
1671
$916K ﹤0.01%
31,185
-5,018
1672
$913K ﹤0.01%
36,420
-4,950
1673
$913K ﹤0.01%
8,618
+2,124
1674
$912K ﹤0.01%
23,340
+205
1675
$910K ﹤0.01%
2,599
+71
65 66
67
68 69