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
1976
$614K ﹤0.01%
11,525
+3,738
1977
$613K ﹤0.01%
11,925
-1,218
1978
$611K ﹤0.01%
3,905
+1,970
1979
$611K ﹤0.01%
134,667
+25,430
1980
$611K ﹤0.01%
+12,785
1981
$608K ﹤0.01%
26,822
-3,357
1982
$607K ﹤0.01%
13,162
-2,578
1983
$606K ﹤0.01%
5,741
-144
1984
$606K ﹤0.01%
30,711
-594
1985
$605K ﹤0.01%
69,960
-5,111
1986
$603K ﹤0.01%
12,069
+78
1987
$602K ﹤0.01%
14,220
+8,078
1988
$602K ﹤0.01%
28,189
-5,068
1989
$602K ﹤0.01%
10,271
+322
1990
$601K ﹤0.01%
72,992
+8,243
1991
$601K ﹤0.01%
1,280
-10
1992
$600K ﹤0.01%
9,560
-43
1993
$599K ﹤0.01%
+9,424
1994
$599K ﹤0.01%
+12,982
1995
$599K ﹤0.01%
43,564
+7,740
1996
$598K ﹤0.01%
13,698
+41
1997
$598K ﹤0.01%
22,262
-19,018
1998
$597K ﹤0.01%
32,577
-600
1999
$594K ﹤0.01%
8,560
-834
2000
$594K ﹤0.01%
40,968
-4,422
78 79
80
81 82