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
1801
$772K ﹤0.01%
131,674
+9,213
1802
$771K ﹤0.01%
26,475
+1,450
1803
$770K ﹤0.01%
54,507
-6,871
1804
$768K ﹤0.01%
667
+310
1805
$767K ﹤0.01%
28,605
+2,661
1806
$763K ﹤0.01%
18,424
-70
1807
$760K ﹤0.01%
8,121
-1,526
1808
$760K ﹤0.01%
32,778
+850
1809
$759K ﹤0.01%
1,402
+73
1810
$759K ﹤0.01%
16,212
-474
1811
$758K ﹤0.01%
30,573
1812
$755K ﹤0.01%
9,883
+1,444
1813
$755K ﹤0.01%
15,474
-827
1814
$755K ﹤0.01%
19,170
+564
1815
$753K ﹤0.01%
4,689
-902
1816
$752K ﹤0.01%
23,551
+4,715
1817
$751K ﹤0.01%
2,470
-555
1818
$751K ﹤0.01%
38,558
+6,929
1819
$750K ﹤0.01%
32,104
+1,948
1820
$750K ﹤0.01%
37,782
+12,222
1821
$750K ﹤0.01%
47,604
-5,744
1822
$750K ﹤0.01%
19,967
-1,350
1823
$749K ﹤0.01%
90,856
+19,830
1824
$746K ﹤0.01%
17,335
-35,612
1825
$746K ﹤0.01%
15,941
+515
71 72
73
74 75