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
2101
$524K ﹤0.01%
28,354
+2,397
2102
$524K ﹤0.01%
20,064
-533
2103
$524K ﹤0.01%
14,719
+1,963
2104
$523K ﹤0.01%
90,159
-2,830
2105
$523K ﹤0.01%
16,991
2106
$521K ﹤0.01%
50,067
+6,953
2107
$521K ﹤0.01%
18,920
+5,760
2108
$521K ﹤0.01%
27,856
-419
2109
$520K ﹤0.01%
59,823
-597
2110
$519K ﹤0.01%
5,197
+80
2111
$518K ﹤0.01%
18,027
-744
2112
$517K ﹤0.01%
4,464
+328
2113
$516K ﹤0.01%
+15,766
2114
$516K ﹤0.01%
+11,859
2115
$515K ﹤0.01%
22,287
+4,420
2116
$515K ﹤0.01%
+20,540
2117
$514K ﹤0.01%
5,493
+112
2118
$513K ﹤0.01%
58,585
+5,967
2119
$513K ﹤0.01%
8,699
+732
2120
$512K ﹤0.01%
15,777
-2,910
2121
$512K ﹤0.01%
10,289
+500
2122
$512K ﹤0.01%
1,554
+35
2123
$509K ﹤0.01%
33,107
-4,974
2124
$508K ﹤0.01%
13,776
-1,622
2125
$508K ﹤0.01%
7,939
-6,624
83 84
85
86 87