Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
1
$949M 4.32%
4,890,447
-25,827
2
$724M 3.3%
1,777,835
+79,364
3
$447M 2.04%
1,002,247
+84,098
4
$434M 1.98%
1,175,313
+129,647
5
$386M 1.76%
1,133,660
+16,190
6
$357M 1.63%
6,365,709
+44,168
7
$335M 1.53%
1,520,439
+127,219
8
$296M 1.35%
2,271,023
+36,616
9
$226M 1.03%
508,968
+46,972
10
$224M 1.02%
5,301,260
-563,020
11
$183M 0.83%
535,852
+37,143
12
$167M 0.76%
2,294,669
+153,142
13
$154M 0.7%
6,353,232
+276,138
14
$149M 0.68%
3,106,229
+102,464
15
$142M 0.65%
543,111
+37,582
16
$141M 0.64%
868,214
+44,950
17
$137M 0.62%
965,060
+64,424
18
$136M 0.62%
2,774,350
-36,192
19
$133M 0.61%
1,641,353
+442,092
20
$130M 0.59%
1,411,627
-453,330
21
$124M 0.57%
2,693,494
+192,374
22
$123M 0.56%
3,079,609
-83,947
23
$122M 0.56%
2,209,714
+288,697
24
$120M 0.55%
425,142
+46,672
25
$119M 0.54%
992,254
+52,679
1
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