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
1901
$677K ﹤0.01%
39,872
+4,739
1902
$676K ﹤0.01%
38,290
1903
$676K ﹤0.01%
24,018
+602
1904
$674K ﹤0.01%
14,744
-1,248
1905
$674K ﹤0.01%
7,771
+1,635
1906
$673K ﹤0.01%
16,266
-1,573
1907
$673K ﹤0.01%
18,009
-551
1908
$673K ﹤0.01%
24,013
+1,334
1909
$672K ﹤0.01%
67,560
-6,030
1910
$671K ﹤0.01%
9,635
-916
1911
$670K ﹤0.01%
3,592
+58
1912
$670K ﹤0.01%
7,740
+11
1913
$670K ﹤0.01%
26,571
+18,142
1914
$669K ﹤0.01%
11,255
-804
1915
$669K ﹤0.01%
83,471
+15,825
1916
$665K ﹤0.01%
23,365
-49,137
1917
$663K ﹤0.01%
38,372
-9,795
1918
$663K ﹤0.01%
6,046
-4
1919
$662K ﹤0.01%
7,610
+8
1920
$661K ﹤0.01%
9,829
-304
1921
$661K ﹤0.01%
31,754
+1,708
1922
$661K ﹤0.01%
26,438
-4,543
1923
$660K ﹤0.01%
12,655
-2,046
1924
$659K ﹤0.01%
10,200
+3,100
1925
$658K ﹤0.01%
29,452
-2,164
75 76
77
78 79