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 4.62%
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
2001
$593K ﹤0.01%
61,836
+5,633
2002
$592K ﹤0.01%
18,590
-314
2003
$592K ﹤0.01%
32,184
-9,909
2004
$591K ﹤0.01%
6,530
-471
2005
$590K ﹤0.01%
50,116
-2,317
2006
$589K ﹤0.01%
12,650
-243
2007
$589K ﹤0.01%
23,609
-108,123
2008
$588K ﹤0.01%
17,343
-28,650
2009
$586K ﹤0.01%
26,298
2010
$582K ﹤0.01%
48,836
-1,013
2011
$582K ﹤0.01%
24,992
-2,521
2012
$582K ﹤0.01%
10,465
+4,113
2013
$580K ﹤0.01%
57,096
-7,906
2014
$580K ﹤0.01%
+443,000
2015
$580K ﹤0.01%
20,111
-4,894
2016
$580K ﹤0.01%
26,824
-65,934
2017
$579K ﹤0.01%
58,189
+210
2018
$579K ﹤0.01%
10,166
-2,744
2019
$578K ﹤0.01%
6,336
+279
2020
$578K ﹤0.01%
7,027
+893
2021
$575K ﹤0.01%
11,558
2022
$574K ﹤0.01%
31,174
+11,934
2023
$574K ﹤0.01%
28,087
+78
2024
$572K ﹤0.01%
23,803
+2,544
2025
$571K ﹤0.01%
12,837
-3,210
79 80
81
82 83