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
1926
$658K ﹤0.01%
8,562
+4,818
1927
$656K ﹤0.01%
56,569
-76,536
1928
$656K ﹤0.01%
1,987
-79
1929
$655K ﹤0.01%
13,692
+171
1930
$655K ﹤0.01%
14,881
-1,486
1931
$654K ﹤0.01%
6,585
+482
1932
$653K ﹤0.01%
46,934
-118
1933
$653K ﹤0.01%
55,685
-14,137
1934
$652K ﹤0.01%
26,616
+14,081
1935
$652K ﹤0.01%
13,488
-857
1936
$650K ﹤0.01%
12,168
+54
1937
$650K ﹤0.01%
14,501
-500
1938
$649K ﹤0.01%
12,672
-9,638
1939
$648K ﹤0.01%
11,901
+2,545
1940
$647K ﹤0.01%
24,238
-1,143
1941
$647K ﹤0.01%
54,738
+6,313
1942
$646K ﹤0.01%
43,366
+24,330
1943
$644K ﹤0.01%
37,441
+21,469
1944
$643K ﹤0.01%
26,763
+48
1945
$643K ﹤0.01%
8,493
+313
1946
$642K ﹤0.01%
6,668
-1,136
1947
$642K ﹤0.01%
12,504
-366
1948
$640K ﹤0.01%
10,464
+1,603
1949
$640K ﹤0.01%
54,109
-21,120
1950
$639K ﹤0.01%
52,345
-558
76 77
78
79 80