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
151
$28.9M 0.13%
216,215
+10,394
152
$28.8M 0.13%
458,405
-47,390
153
$28.5M 0.13%
121,192
+18,420
154
$28.4M 0.13%
404,109
+4,792
155
$28.3M 0.13%
481,681
+16,441
156
$28.2M 0.13%
566,814
+61,269
157
$28.1M 0.13%
1,858,091
-1,334
158
$27.9M 0.13%
569,448
-56,023
159
$27.8M 0.13%
255,198
-21,737
160
$27.8M 0.13%
446,715
+101,257
161
$27.7M 0.13%
627,340
+47,308
162
$27.6M 0.13%
132,988
+786
163
$27.6M 0.13%
281,644
+14,594
164
$27.4M 0.13%
253,697
+46,083
165
$27M 0.12%
127,624
+6,305
166
$26.9M 0.12%
594,919
+24,783
167
$26.8M 0.12%
1,217,899
+27,557
168
$26.7M 0.12%
825,404
+153,799
169
$26.6M 0.12%
654,734
+133,798
170
$26.5M 0.12%
1,091,101
+166,189
171
$26.2M 0.12%
231,386
-37,390
172
$26M 0.12%
218,489
+2,840
173
$25.8M 0.12%
372,792
+32,341
174
$25.7M 0.12%
763,097
-178,957
175
$25.3M 0.12%
423,655
-11,613
5 6
7
8 9