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
2151
$489K ﹤0.01%
13,421
-7,260
2152
$488K ﹤0.01%
9,066
+2,405
2153
$488K ﹤0.01%
35,258
+479
2154
$487K ﹤0.01%
7,453
+824
2155
$486K ﹤0.01%
65,671
-735
2156
$483K ﹤0.01%
2,936
-501
2157
$483K ﹤0.01%
17,349
-21,441
2158
$483K ﹤0.01%
61,968
-3,205
2159
$482K ﹤0.01%
4,978
-329
2160
$481K ﹤0.01%
+12,079
2161
$481K ﹤0.01%
21,307
-3,031
2162
$480K ﹤0.01%
4,444
+403
2163
$480K ﹤0.01%
3,508
+566
2164
$479K ﹤0.01%
+15,403
2165
$478K ﹤0.01%
5,322
+2,409
2166
$478K ﹤0.01%
7,383
+70
2167
$478K ﹤0.01%
15,188
-3,480
2168
$478K ﹤0.01%
20,170
-807
2169
$478K ﹤0.01%
54,095
+1,349
2170
$476K ﹤0.01%
7,987
+1,638
2171
$476K ﹤0.01%
13,258
-28
2172
$476K ﹤0.01%
1,669
-128
2173
$475K ﹤0.01%
12,345
-1,266
2174
$475K ﹤0.01%
23,628
+9,353
2175
$474K ﹤0.01%
8,213
-3,005
85 86
87
88 89