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
2326
$389K ﹤0.01%
43,952
-19,951
2327
$389K ﹤0.01%
12,150
-545
2328
$389K ﹤0.01%
7,744
+2,494
2329
$388K ﹤0.01%
17,185
-1,057
2330
$387K ﹤0.01%
16,290
+123
2331
$387K ﹤0.01%
6,040
-17,789
2332
$386K ﹤0.01%
33,842
-6,747
2333
$386K ﹤0.01%
32,816
-4,350
2334
$385K ﹤0.01%
15,168
+679
2335
$385K ﹤0.01%
7,349
-516
2336
$384K ﹤0.01%
40,784
-4,151
2337
$384K ﹤0.01%
3,416
+841
2338
$383K ﹤0.01%
10,935
+241
2339
$383K ﹤0.01%
11,760
+365
2340
$382K ﹤0.01%
+6,500
2341
$382K ﹤0.01%
31,289
+861
2342
$382K ﹤0.01%
23,445
+232
2343
$382K ﹤0.01%
8,584
+4,763
2344
$382K ﹤0.01%
14,757
+2,112
2345
$381K ﹤0.01%
9,965
-483
2346
$380K ﹤0.01%
+14,952
2347
$379K ﹤0.01%
32,537
+4,544
2348
$379K ﹤0.01%
4,902
-28
2349
$378K ﹤0.01%
21,261
+7,363
2350
$378K ﹤0.01%
940
-647
92 93
94
95 96