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
1726
$844K ﹤0.01%
16,753
+243
1727
$842K ﹤0.01%
128,498
+3,697
1728
$841K ﹤0.01%
21,183
-1,425
1729
$840K ﹤0.01%
39,466
+11,989
1730
$840K ﹤0.01%
6,928
-2,964
1731
$837K ﹤0.01%
32,587
-3,246
1732
$836K ﹤0.01%
12,789
+713
1733
$836K ﹤0.01%
22,553
-1,119
1734
$833K ﹤0.01%
44,428
+952
1735
$831K ﹤0.01%
118,528
-311,429
1736
$830K ﹤0.01%
15,343
+4,164
1737
$829K ﹤0.01%
39,828
+4,244
1738
$827K ﹤0.01%
+6,580
1739
$827K ﹤0.01%
79,698
+38,246
1740
$826K ﹤0.01%
24,611
-5,169
1741
$825K ﹤0.01%
24,677
+10,881
1742
$824K ﹤0.01%
58,418
-40
1743
$824K ﹤0.01%
8,109
-271
1744
$820K ﹤0.01%
7,534
-85
1745
$820K ﹤0.01%
24,695
1746
$819K ﹤0.01%
33,633
+6,367
1747
$819K ﹤0.01%
20,448
-180
1748
$818K ﹤0.01%
16,701
+1,214
1749
$818K ﹤0.01%
10,917
-6,739
1750
$818K ﹤0.01%
16,140
+1,624
68 69
70
71 72