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
$18.4B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,038
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$33.8M
3
+$30.1M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$29.8M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$28.7M

Top Sells

1
+$109M
2
+$54.1M
3
+$38.3M
4
NFLX icon
Netflix
NFLX
+$37.7M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.5M

Sector Composition

1 Technology 8.92%
2 Consumer Discretionary 5.09%
3 Financials 4.72%
4 Healthcare 4.37%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$2.03M 0.01%
44,822
-9,285
1002
$2.02M 0.01%
6,541
+864
1003
$2.02M 0.01%
68,120
-87,890
1004
$2.02M 0.01%
57,328
+17,835
1005
$2.02M 0.01%
23,960
+1,234
1006
$2.01M 0.01%
14,478
-165
1007
$2.01M 0.01%
24,232
-1,005
1008
$2M 0.01%
67,438
1009
$2M 0.01%
51,291
-83,647
1010
$2M 0.01%
17,060
+1,000
1011
$2M 0.01%
45,478
-7,813
1012
$2M 0.01%
74,500
-2,871
1013
$1.99M 0.01%
60,870
+7,878
1014
$1.99M 0.01%
2,929
-309
1015
$1.98M 0.01%
30,320
-2,670
1016
$1.98M 0.01%
136,839
+5,799
1017
$1.96M 0.01%
53,932
-2,298
1018
$1.96M 0.01%
132,790
+35,361
1019
$1.96M 0.01%
71,153
+25,759
1020
$1.96M 0.01%
7,309
+1,336
1021
$1.96M 0.01%
40,332
-1,476
1022
$1.96M 0.01%
15,138
+4,733
1023
$1.96M 0.01%
10,644
+107
1024
$1.95M 0.01%
30,089
+1,313
1025
$1.95M 0.01%
34,080
-1,089
39 40
41
42 43