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
201
$21.8M 0.1%
456,277
-40,685
202
$21.6M 0.1%
213,206
-154,174
203
$21.4M 0.1%
305,620
-11
204
$21.1M 0.1%
117,702
-1,017
205
$21M 0.1%
145,778
+32,994
206
$21M 0.1%
208,502
-26,540
207
$20.9M 0.1%
228,646
+12,896
208
$20.9M 0.1%
249,733
-17,514
209
$20.8M 0.09%
1,302,520
+23,574
210
$20.8M 0.09%
200,595
-4,359
211
$20.8M 0.09%
609,037
-64,589
212
$20.7M 0.09%
456,018
+280,607
213
$20.5M 0.09%
306,438
-50,967
214
$20.4M 0.09%
793,654
-37,509
215
$20.4M 0.09%
143,197
+942
216
$20.3M 0.09%
176,717
+102,886
217
$20.3M 0.09%
261,823
-46,126
218
$20.2M 0.09%
1,138,910
+126,826
219
$20.2M 0.09%
231,545
+194,240
220
$20M 0.09%
239,458
+20,970
221
$20M 0.09%
78,723
+11,139
222
$19.6M 0.09%
315,911
+9,707
223
$19.6M 0.09%
200,438
+24,207
224
$19.5M 0.09%
393,437
+238,784
225
$19.5M 0.09%
358,363
+91
7 8
9
10 11