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
2126
$508K ﹤0.01%
7,823
+15
2127
$508K ﹤0.01%
14,186
-393
2128
$504K ﹤0.01%
12,944
+1,858
2129
$504K ﹤0.01%
14,660
-5,245
2130
$503K ﹤0.01%
9,693
-927
2131
$503K ﹤0.01%
85,477
-1,520
2132
$503K ﹤0.01%
8,251
+1
2133
$502K ﹤0.01%
20,371
2134
$501K ﹤0.01%
42,317
-788
2135
$501K ﹤0.01%
20,816
+2,090
2136
$500K ﹤0.01%
11,145
-43
2137
$499K ﹤0.01%
8,834
+675
2138
$499K ﹤0.01%
12,350
+3,857
2139
$499K ﹤0.01%
14,218
+98
2140
$498K ﹤0.01%
60,799
+612
2141
$496K ﹤0.01%
4,415
+604
2142
$496K ﹤0.01%
22,159
+2,908
2143
$496K ﹤0.01%
5,452
-195
2144
$495K ﹤0.01%
2,114
-35
2145
$492K ﹤0.01%
6,435
-436
2146
$491K ﹤0.01%
29,874
+5,597
2147
$491K ﹤0.01%
1,962
-119
2148
$490K ﹤0.01%
27,978
+9,213
2149
$490K ﹤0.01%
10,834
-165
2150
$489K ﹤0.01%
12,597
-83
84 85
86
87 88