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
2026
$571K ﹤0.01%
19,099
+1,156
2027
$570K ﹤0.01%
55,581
2028
$569K ﹤0.01%
94,681
-20,421
2029
$568K ﹤0.01%
21,093
-970
2030
$566K ﹤0.01%
57,186
-4,965
2031
$566K ﹤0.01%
4,260
-47
2032
$565K ﹤0.01%
20,765
-61
2033
$565K ﹤0.01%
90,803
-5,522
2034
$564K ﹤0.01%
12,438
+761
2035
$564K ﹤0.01%
16,119
-256
2036
$563K ﹤0.01%
8,533
+1,052
2037
$561K ﹤0.01%
5,377
-90
2038
$561K ﹤0.01%
2,916
+813
2039
$560K ﹤0.01%
27,989
+7,635
2040
$559K ﹤0.01%
14,851
-2,167
2041
$559K ﹤0.01%
12,539
-540
2042
$559K ﹤0.01%
106,828
-31,178
2043
$557K ﹤0.01%
8,780
+2,119
2044
$556K ﹤0.01%
19,921
-9,705
2045
$556K ﹤0.01%
2,949
+696
2046
$555K ﹤0.01%
47,727
+1,160
2047
$554K ﹤0.01%
20,756
+2,380
2048
$553K ﹤0.01%
5,715
+1,730
2049
$553K ﹤0.01%
21,836
-7,814
2050
$553K ﹤0.01%
6,045
+5
80 81
82
83 84