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
1951
$636K ﹤0.01%
19,701
-25,483
1952
$636K ﹤0.01%
12,943
-361
1953
$636K ﹤0.01%
18,288
+6,821
1954
$635K ﹤0.01%
15,481
-454
1955
$632K ﹤0.01%
18,218
+10,566
1956
$631K ﹤0.01%
13,459
-173
1957
$629K ﹤0.01%
13,035
1958
$627K ﹤0.01%
15,189
+78
1959
$626K ﹤0.01%
2,587
-67
1960
$625K ﹤0.01%
3,179
+89
1961
$625K ﹤0.01%
11,178
-2,596
1962
$623K ﹤0.01%
22,451
+6,866
1963
$622K ﹤0.01%
18,600
+10,563
1964
$621K ﹤0.01%
+13,570
1965
$621K ﹤0.01%
32,024
-4,027
1966
$620K ﹤0.01%
5,975
+840
1967
$620K ﹤0.01%
9,058
-445
1968
$618K ﹤0.01%
21,786
-316,382
1969
$617K ﹤0.01%
17,196
-3,489
1970
$617K ﹤0.01%
19,005
+1,075
1971
$617K ﹤0.01%
2,121
1972
$616K ﹤0.01%
54,386
+481
1973
$616K ﹤0.01%
19,472
+9,467
1974
$616K ﹤0.01%
7,403
-177
1975
$615K ﹤0.01%
28,328
-23,711
77 78
79
80 81