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
2451
$332K ﹤0.01%
2,574
+748
2452
$332K ﹤0.01%
4,568
-184
2453
$332K ﹤0.01%
14,069
-940
2454
$331K ﹤0.01%
41,179
-6,151
2455
$331K ﹤0.01%
7,801
-420
2456
$331K ﹤0.01%
11,352
-100
2457
$330K ﹤0.01%
+13,233
2458
$330K ﹤0.01%
1,845
-51
2459
$330K ﹤0.01%
1,887
-13,928
2460
$330K ﹤0.01%
100,368
-7,035
2461
$328K ﹤0.01%
6,220
+940
2462
$328K ﹤0.01%
26,095
-2,269
2463
$327K ﹤0.01%
3,911
+586
2464
$327K ﹤0.01%
27,430
-1,194
2465
$327K ﹤0.01%
10,485
-12,233
2466
$326K ﹤0.01%
5,000
-1
2467
$326K ﹤0.01%
4,904
-735
2468
$326K ﹤0.01%
45,880
+685
2469
$325K ﹤0.01%
30,171
+1,973
2470
$325K ﹤0.01%
19,491
-1,453
2471
$325K ﹤0.01%
+13,978
2472
$325K ﹤0.01%
+11,773
2473
$324K ﹤0.01%
20,183
+3,245
2474
$322K ﹤0.01%
4,085
-23,921
2475
$322K ﹤0.01%
9,898
+100
97 98
99
100 101