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
2226
$443K ﹤0.01%
10,513
-8,769
2227
$442K ﹤0.01%
+34,639
2228
$442K ﹤0.01%
23,433
-27,968
2229
$441K ﹤0.01%
4,042
+93
2230
$441K ﹤0.01%
336
+135
2231
$440K ﹤0.01%
6,504
+31
2232
$439K ﹤0.01%
16,442
-245
2233
$439K ﹤0.01%
30,941
+888
2234
$439K ﹤0.01%
8,504
-5,410
2235
$438K ﹤0.01%
+17,616
2236
$438K ﹤0.01%
10,910
-927
2237
$438K ﹤0.01%
5,753
+370
2238
$437K ﹤0.01%
8,201
-254
2239
$437K ﹤0.01%
28,439
-1,444
2240
$437K ﹤0.01%
10,902
-21
2241
$436K ﹤0.01%
1,859
-98
2242
$436K ﹤0.01%
1,853
-15,793
2243
$432K ﹤0.01%
59,933
+5,633
2244
$431K ﹤0.01%
16,485
-2,037
2245
$431K ﹤0.01%
3,652
-591
2246
$431K ﹤0.01%
6,456
+146
2247
$430K ﹤0.01%
11,246
+4
2248
$430K ﹤0.01%
4,532
+348
2249
$428K ﹤0.01%
32,669
+3,607
2250
$426K ﹤0.01%
18,046
+3,736
88 89
90
91 92