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
1676
$910K ﹤0.01%
196,956
+14,310
1677
$909K ﹤0.01%
8,497
+373
1678
$908K ﹤0.01%
44,974
+3,368
1679
$905K ﹤0.01%
17,194
-265
1680
$904K ﹤0.01%
12,020
-226
1681
$900K ﹤0.01%
33,634
-1,584
1682
$899K ﹤0.01%
24,812
+8,593
1683
$896K ﹤0.01%
+31,020
1684
$892K ﹤0.01%
+46,637
1685
$892K ﹤0.01%
19,694
+6,180
1686
$888K ﹤0.01%
49,142
-2,557
1687
$888K ﹤0.01%
14,196
-6,611
1688
$886K ﹤0.01%
17,699
-58,192
1689
$886K ﹤0.01%
20,572
+6,053
1690
$884K ﹤0.01%
27,506
+12,758
1691
$883K ﹤0.01%
37,628
+6,676
1692
$883K ﹤0.01%
17,385
-1,646
1693
$882K ﹤0.01%
46,360
+12,400
1694
$882K ﹤0.01%
30,188
+10,077
1695
$882K ﹤0.01%
20,200
-7,195
1696
$881K ﹤0.01%
15,784
-225
1697
$881K ﹤0.01%
30,051
+971
1698
$878K ﹤0.01%
12,738
-764
1699
$878K ﹤0.01%
10,140
-1,083
1700
$876K ﹤0.01%
25,236
-2,033
66 67
68
69 70