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
2401
$358K ﹤0.01%
9,735
-307
2402
$358K ﹤0.01%
20,373
-477
2403
$357K ﹤0.01%
16,686
+6
2404
$356K ﹤0.01%
19,822
-87
2405
$355K ﹤0.01%
1,093
-226
2406
$355K ﹤0.01%
14,932
+585
2407
$354K ﹤0.01%
16,101
+597
2408
$354K ﹤0.01%
1,627
-142
2409
$354K ﹤0.01%
33,311
+38
2410
$354K ﹤0.01%
26,815
-10,685
2411
$353K ﹤0.01%
11,741
-1,396
2412
$353K ﹤0.01%
+17,204
2413
$353K ﹤0.01%
+2,554
2414
$352K ﹤0.01%
8,530
+529
2415
$352K ﹤0.01%
5,956
-83
2416
$352K ﹤0.01%
4,062
-1,027
2417
$351K ﹤0.01%
8,612
-814
2418
$350K ﹤0.01%
12,871
+4,000
2419
$349K ﹤0.01%
11,331
+657
2420
$347K ﹤0.01%
58,379
+4,796
2421
$347K ﹤0.01%
41,297
+10,792
2422
$346K ﹤0.01%
4,448
+5
2423
$345K ﹤0.01%
1,564
-4,539
2424
$344K ﹤0.01%
5,178
+244
2425
$344K ﹤0.01%
19,534
+5,920
95 96
97
98 99