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
176
$25.1M 0.11%
235,547
+8,769
177
$25M 0.11%
484,005
-50,353
178
$25M 0.11%
725,801
-42,104
179
$24.9M 0.11%
277,381
+9,560
180
$24.9M 0.11%
1,667,743
+175,163
181
$24.8M 0.11%
215,438
+142,888
182
$24.6M 0.11%
110,899
+961
183
$24.6M 0.11%
5,171,924
+739,748
184
$24.5M 0.11%
263,214
+8,800
185
$24.5M 0.11%
60,482
+2,471
186
$24.1M 0.11%
509,497
+140,473
187
$24M 0.11%
776,490
-18,572
188
$23.9M 0.11%
241,513
-3,109
189
$23.7M 0.11%
499,833
+9,507
190
$23.5M 0.11%
377,516
+13,095
191
$23.5M 0.11%
169,682
-2,769
192
$23.4M 0.11%
76,774
+431
193
$22.8M 0.1%
579,754
+115,755
194
$22.6M 0.1%
989,019
-151,377
195
$22.6M 0.1%
56,466
-230
196
$22.5M 0.1%
648,491
-3,058
197
$22.4M 0.1%
449,303
+349,749
198
$22.3M 0.1%
667,575
+64,496
199
$22M 0.1%
184,753
+530
200
$21.8M 0.1%
143,369
+51,767
6 7
8
9 10