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
2201
$461K ﹤0.01%
1,482
+217
2202
$460K ﹤0.01%
568
+182
2203
$458K ﹤0.01%
74,191
+15,230
2204
$458K ﹤0.01%
13,142
+4,327
2205
$455K ﹤0.01%
12,125
-1,141
2206
$454K ﹤0.01%
13,729
-177
2207
$453K ﹤0.01%
19,216
-2,790
2208
$453K ﹤0.01%
1,954
+142
2209
$453K ﹤0.01%
11,661
-5
2210
$452K ﹤0.01%
19,258
2211
$451K ﹤0.01%
13,610
+2,725
2212
$451K ﹤0.01%
12,529
-206
2213
$451K ﹤0.01%
1,086
+22
2214
$449K ﹤0.01%
+12,329
2215
$449K ﹤0.01%
15,705
-51,410
2216
$449K ﹤0.01%
20,323
-10,815
2217
$447K ﹤0.01%
5,455
-2,034
2218
$447K ﹤0.01%
18,910
-8,904
2219
$446K ﹤0.01%
20,597
+7,174
2220
$445K ﹤0.01%
8,610
-65,340
2221
$444K ﹤0.01%
15,841
+3,674
2222
$444K ﹤0.01%
3,400
-33
2223
$443K ﹤0.01%
7,940
-15,971
2224
$443K ﹤0.01%
6,187
-2,831
2225
$443K ﹤0.01%
5,227
-2,475
87 88
89
90 91