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
2426
$344K ﹤0.01%
15,032
-670
2427
$343K ﹤0.01%
19,679
-105
2428
$343K ﹤0.01%
2,575
-84
2429
$343K ﹤0.01%
20,017
-21,742
2430
$342K ﹤0.01%
2,080
-2,107
2431
$342K ﹤0.01%
14,043
-3
2432
$341K ﹤0.01%
14,722
-5,280
2433
$340K ﹤0.01%
3,910
-454
2434
$339K ﹤0.01%
29,162
+4,748
2435
$339K ﹤0.01%
7,534
+201
2436
$339K ﹤0.01%
1,483
+112
2437
$339K ﹤0.01%
3,852
-1,260
2438
$339K ﹤0.01%
15,518
-705
2439
$339K ﹤0.01%
+2,165
2440
$338K ﹤0.01%
14,840
+675
2441
$337K ﹤0.01%
27,101
+1,325
2442
$337K ﹤0.01%
30,878
+1,824
2443
$336K ﹤0.01%
+12,532
2444
$336K ﹤0.01%
37,211
+886
2445
$335K ﹤0.01%
3,599
+122
2446
$335K ﹤0.01%
23,002
+4,439
2447
$334K ﹤0.01%
6,817
+319
2448
$333K ﹤0.01%
5,966
-1,223
2449
$333K ﹤0.01%
+12,563
2450
$333K ﹤0.01%
4,009
+309
96 97
98
99 100