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
1776
$794K ﹤0.01%
23,151
-12,367
1777
$794K ﹤0.01%
4,837
+360
1778
$791K ﹤0.01%
70,392
-6,541
1779
$791K ﹤0.01%
20,261
+362
1780
$789K ﹤0.01%
95,534
+647
1781
$789K ﹤0.01%
5,651
-23
1782
$788K ﹤0.01%
33,218
-45,071
1783
$787K ﹤0.01%
14,100
+4,392
1784
$786K ﹤0.01%
9,532
-2,146
1785
$785K ﹤0.01%
68,763
+6,891
1786
$784K ﹤0.01%
17,330
-3,845
1787
$782K ﹤0.01%
14,757
+228
1788
$782K ﹤0.01%
3,579
+374
1789
$782K ﹤0.01%
8,713
-425
1790
$778K ﹤0.01%
28,440
+1,129
1791
$778K ﹤0.01%
19,377
+3,859
1792
$778K ﹤0.01%
52,439
-2,568
1793
$776K ﹤0.01%
18,266
-2,238
1794
$776K ﹤0.01%
15,832
-1,745
1795
$774K ﹤0.01%
15,631
+241
1796
$774K ﹤0.01%
7,077
+144
1797
$774K ﹤0.01%
9,251
-803
1798
$773K ﹤0.01%
54,576
+562
1799
$772K ﹤0.01%
9,802
+3,228
1800
$772K ﹤0.01%
22,937
-2,743
70 71
72
73 74