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
1851
$726K ﹤0.01%
38,179
+2,600
1852
$725K ﹤0.01%
2,122
+47
1853
$725K ﹤0.01%
33,346
+734
1854
$723K ﹤0.01%
16,974
+1,661
1855
$719K ﹤0.01%
8,709
+20
1856
$719K ﹤0.01%
51,964
-14,575
1857
$719K ﹤0.01%
5,054
+3,062
1858
$718K ﹤0.01%
4,433
-288
1859
$717K ﹤0.01%
20,994
+442
1860
$717K ﹤0.01%
36,327
+15,290
1861
$717K ﹤0.01%
89,705
+1,005
1862
$716K ﹤0.01%
13,457
-1,485
1863
$713K ﹤0.01%
17,032
-314
1864
$712K ﹤0.01%
20,983
-8,241
1865
$712K ﹤0.01%
11,240
+7,042
1866
$711K ﹤0.01%
20,622
-930
1867
$711K ﹤0.01%
6,249
-253
1868
$708K ﹤0.01%
12,337
-8,003
1869
$705K ﹤0.01%
+12,487
1870
$704K ﹤0.01%
28,872
+9,982
1871
$703K ﹤0.01%
19,826
+4,162
1872
$703K ﹤0.01%
74,943
-21,368
1873
$703K ﹤0.01%
20,712
-1,377
1874
$702K ﹤0.01%
70,671
-4,324
1875
$702K ﹤0.01%
35,957
-1,256
73 74
75
76 77