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
1826
$746K ﹤0.01%
10,667
+6,737
1827
$745K ﹤0.01%
18,709
-1,041
1828
$744K ﹤0.01%
6,036
+85
1829
$741K ﹤0.01%
88,409
-6,338
1830
$740K ﹤0.01%
5,760
+313
1831
$739K ﹤0.01%
1,389
-140
1832
$739K ﹤0.01%
22,010
-9,670
1833
$738K ﹤0.01%
29,497
-526
1834
$738K ﹤0.01%
2,558
-977
1835
$737K ﹤0.01%
+55,605
1836
$737K ﹤0.01%
+16,695
1837
$736K ﹤0.01%
6,776
-535
1838
$734K ﹤0.01%
21,192
-235
1839
$734K ﹤0.01%
22,431
+2,784
1840
$733K ﹤0.01%
46,130
-5,593
1841
$733K ﹤0.01%
11,351
+367
1842
$732K ﹤0.01%
52,723
-72,336
1843
$732K ﹤0.01%
34,340
-3,251
1844
$731K ﹤0.01%
33,689
+1,298
1845
$731K ﹤0.01%
61,363
-7,925
1846
$731K ﹤0.01%
11,748
-14,990
1847
$730K ﹤0.01%
23,107
+4,540
1848
$728K ﹤0.01%
36,100
1849
$728K ﹤0.01%
7,389
-217
1850
$728K ﹤0.01%
31,542
+1,939
72 73
74
75 76