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
2351
$377K ﹤0.01%
4,457
+604
2352
$377K ﹤0.01%
+28,339
2353
$375K ﹤0.01%
12,072
-332
2354
$375K ﹤0.01%
1,395
+203
2355
$375K ﹤0.01%
16,046
-858
2356
$374K ﹤0.01%
+11,788
2357
$374K ﹤0.01%
3,279
-105
2358
$373K ﹤0.01%
37,947
+1,882
2359
$373K ﹤0.01%
10,865
+58
2360
$373K ﹤0.01%
+5,450
2361
$372K ﹤0.01%
5,176
-1,131
2362
$372K ﹤0.01%
21,231
+2,747
2363
$370K ﹤0.01%
20,071
-1,576
2364
$370K ﹤0.01%
1,759
+414
2365
$369K ﹤0.01%
+17,163
2366
$369K ﹤0.01%
22,411
+2,327
2367
$368K ﹤0.01%
1,081
+95
2368
$368K ﹤0.01%
3,094
-82
2369
$368K ﹤0.01%
5,585
-46
2370
$368K ﹤0.01%
+3,691
2371
$367K ﹤0.01%
21,030
-67,613
2372
$367K ﹤0.01%
26,374
-162
2373
$366K ﹤0.01%
9,879
-421
2374
$366K ﹤0.01%
24,014
-1,911
2375
$365K ﹤0.01%
7,202
-17,291
93 94
95
96 97