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
2301
$401K ﹤0.01%
16,992
-259,961
2302
$400K ﹤0.01%
37,597
-1,868
2303
$400K ﹤0.01%
11,553
-88
2304
$399K ﹤0.01%
11,899
+4,049
2305
$399K ﹤0.01%
4,155
-2,058
2306
$398K ﹤0.01%
12,133
-1,357
2307
$398K ﹤0.01%
+8,569
2308
$398K ﹤0.01%
7,422
-408
2309
$397K ﹤0.01%
12,672
+3,055
2310
$397K ﹤0.01%
4,898
-929
2311
$396K ﹤0.01%
7,947
+1,000
2312
$395K ﹤0.01%
9,226
-2,453
2313
$394K ﹤0.01%
14,788
+6,798
2314
$393K ﹤0.01%
15,794
+1,697
2315
$393K ﹤0.01%
34,605
-124
2316
$393K ﹤0.01%
+13,616
2317
$392K ﹤0.01%
16,664
+4,964
2318
$392K ﹤0.01%
4,236
+85
2319
$392K ﹤0.01%
9,284
-1,449
2320
$391K ﹤0.01%
19,694
+1,793
2321
$391K ﹤0.01%
14,123
+371
2322
$390K ﹤0.01%
11,072
-1,524
2323
$390K ﹤0.01%
6,514
-293
2324
$390K ﹤0.01%
13,947
-2,151
2325
$390K ﹤0.01%
31,811
+350
91 92
93
94 95