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
2276
$412K ﹤0.01%
2,636
-244
2277
$412K ﹤0.01%
+17,725
2278
$411K ﹤0.01%
4,571
2279
$411K ﹤0.01%
43,534
+8,848
2280
$409K ﹤0.01%
2,626
+150
2281
$409K ﹤0.01%
18,549
-280
2282
$408K ﹤0.01%
318
+14
2283
$408K ﹤0.01%
15,572
-8,151
2284
$408K ﹤0.01%
10,616
+296
2285
$408K ﹤0.01%
17,311
-877
2286
$408K ﹤0.01%
13,558
+3,178
2287
$407K ﹤0.01%
+30,155
2288
$407K ﹤0.01%
3,472
+63
2289
$407K ﹤0.01%
14,135
+1,125
2290
$407K ﹤0.01%
33,053
+308
2291
$405K ﹤0.01%
+20,276
2292
$404K ﹤0.01%
6,304
-5
2293
$404K ﹤0.01%
33,289
-2,104
2294
$403K ﹤0.01%
+4,524
2295
$403K ﹤0.01%
29,060
+10,235
2296
$403K ﹤0.01%
56,097
+14,381
2297
$403K ﹤0.01%
3,090
-726
2298
$402K ﹤0.01%
7,541
-669
2299
$402K ﹤0.01%
16,107
-4,122
2300
$401K ﹤0.01%
371,597
+33,765
90 91
92
93 94