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
2076
$538K ﹤0.01%
+34,089
2077
$538K ﹤0.01%
9,264
+135
2078
$537K ﹤0.01%
4,729
-3,274
2079
$537K ﹤0.01%
27,571
-11,988
2080
$537K ﹤0.01%
17,496
+490
2081
$536K ﹤0.01%
65,793
+19,317
2082
$536K ﹤0.01%
53,586
2083
$536K ﹤0.01%
29,898
-641
2084
$535K ﹤0.01%
2,937
+12
2085
$534K ﹤0.01%
27,078
+4,951
2086
$534K ﹤0.01%
111,901
+8,960
2087
$534K ﹤0.01%
8,987
-46
2088
$533K ﹤0.01%
7,694
-15
2089
$532K ﹤0.01%
18,752
+2,578
2090
$532K ﹤0.01%
13,443
-2,265
2091
$531K ﹤0.01%
32,455
-2,502
2092
$531K ﹤0.01%
29,718
-3,725
2093
$531K ﹤0.01%
44,102
+9,091
2094
$531K ﹤0.01%
156,276
+9,100
2095
$530K ﹤0.01%
29,260
+1,205
2096
$530K ﹤0.01%
45,856
+3,500
2097
$528K ﹤0.01%
8,500
-545
2098
$527K ﹤0.01%
4,427
+462
2099
$525K ﹤0.01%
8,560
+1,108
2100
$525K ﹤0.01%
17,333
-1,400
82 83
84
85 86