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
1701
$873K ﹤0.01%
26,732
-3,129
1702
$873K ﹤0.01%
24,468
+11,619
1703
$872K ﹤0.01%
24,344
-4,258
1704
$866K ﹤0.01%
25,795
-716
1705
$865K ﹤0.01%
7,803
-80
1706
$863K ﹤0.01%
25,369
-3,005
1707
$862K ﹤0.01%
42,271
+407
1708
$860K ﹤0.01%
29,360
-760
1709
$857K ﹤0.01%
6,347
-82
1710
$856K ﹤0.01%
36,202
+6,614
1711
$855K ﹤0.01%
84,949
-4,364
1712
$854K ﹤0.01%
16,651
-1,818
1713
$852K ﹤0.01%
42,960
-2,517
1714
$852K ﹤0.01%
57,558
-5,224
1715
$850K ﹤0.01%
38,553
+851
1716
$849K ﹤0.01%
33,644
+8,374
1717
$849K ﹤0.01%
14,155
+1,453
1718
$849K ﹤0.01%
63,913
+350
1719
$848K ﹤0.01%
21,990
-2,109
1720
$847K ﹤0.01%
54,326
+6,634
1721
$847K ﹤0.01%
8,054
+914
1722
$847K ﹤0.01%
32,603
-3,116
1723
$845K ﹤0.01%
14,681
-7,198
1724
$844K ﹤0.01%
26,078
-80
1725
$844K ﹤0.01%
22,176
+1,755
67 68
69
70 71