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
2176
$474K ﹤0.01%
5,697
-39,765
2177
$473K ﹤0.01%
+9,869
2178
$473K ﹤0.01%
23,631
+12
2179
$471K ﹤0.01%
16,035
+947
2180
$470K ﹤0.01%
113,067
-8,633
2181
$470K ﹤0.01%
27,931
-2,266
2182
$470K ﹤0.01%
12,862
+2
2183
$470K ﹤0.01%
8,649
-1,260
2184
$468K ﹤0.01%
16,134
-18,738
2185
$468K ﹤0.01%
20,299
-5,062
2186
$467K ﹤0.01%
18,361
+8,988
2187
$466K ﹤0.01%
13,467
-152
2188
$466K ﹤0.01%
2,420
+155
2189
$466K ﹤0.01%
41,331
+2,263
2190
$466K ﹤0.01%
+15,328
2191
$466K ﹤0.01%
15,783
+3,921
2192
$466K ﹤0.01%
15,452
+176
2193
$465K ﹤0.01%
6,700
+534
2194
$465K ﹤0.01%
15,909
-1,076
2195
$465K ﹤0.01%
22,321
-5,767
2196
$464K ﹤0.01%
90,183
+20,867
2197
$464K ﹤0.01%
5,758
-87
2198
$463K ﹤0.01%
18,174
-69
2199
$463K ﹤0.01%
6,751
2200
$462K ﹤0.01%
12,310
-2,382
86 87
88
89 90