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
2051
$552K ﹤0.01%
24,259
+12,722
2052
$551K ﹤0.01%
5,383
+896
2053
$551K ﹤0.01%
13,275
-6,297
2054
$551K ﹤0.01%
38,583
+1,977
2055
$550K ﹤0.01%
31,717
+1,152
2056
$550K ﹤0.01%
16,827
+2,993
2057
$550K ﹤0.01%
28,144
-1,700
2058
$549K ﹤0.01%
56,014
+1,813
2059
$549K ﹤0.01%
23,387
-8,793
2060
$548K ﹤0.01%
5,274
+212
2061
$548K ﹤0.01%
8,595
-364
2062
$548K ﹤0.01%
56,464
+2,538
2063
$547K ﹤0.01%
34,147
+118
2064
$546K ﹤0.01%
15,987
-494
2065
$546K ﹤0.01%
+11,004
2066
$545K ﹤0.01%
21,647
+1,254
2067
$544K ﹤0.01%
6,886
-344
2068
$544K ﹤0.01%
+26,309
2069
$542K ﹤0.01%
53,099
+5,517
2070
$542K ﹤0.01%
23,090
-1,661
2071
$542K ﹤0.01%
20,126
-9,350
2072
$542K ﹤0.01%
64,099
+2,431
2073
$540K ﹤0.01%
68,471
-419
2074
$539K ﹤0.01%
12,239
+1,780
2075
$539K ﹤0.01%
60,177
-3,208
81 82
83
84 85