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
1026
$1.94M 0.01%
12,456
+3,057
1027
$1.94M 0.01%
39,172
+16,612
1028
$1.94M 0.01%
37,008
+9,358
1029
$1.93M 0.01%
12,363
+1,876
1030
$1.93M 0.01%
72,558
+2,492
1031
$1.93M 0.01%
6,898
+710
1032
$1.93M 0.01%
12,714
-21
1033
$1.93M 0.01%
50,904
+3,694
1034
$1.92M 0.01%
30,423
-3,687
1035
$1.91M 0.01%
15,192
-206,102
1036
$1.91M 0.01%
56,385
+1,260
1037
$1.91M 0.01%
28,764
+1,722
1038
$1.91M 0.01%
74,770
+62,768
1039
$1.9M 0.01%
61,854
-3,545
1040
$1.89M 0.01%
53,296
+2,469
1041
$1.88M 0.01%
61,250
+5,798
1042
$1.88M 0.01%
31,279
+25,731
1043
$1.86M 0.01%
10,212
+8,678
1044
$1.86M 0.01%
14,308
-173
1045
$1.86M 0.01%
422,606
+19,628
1046
$1.85M 0.01%
23,407
+8,033
1047
$1.85M 0.01%
21,648
+1,100
1048
$1.85M 0.01%
38,628
+12,768
1049
$1.84M 0.01%
12,053
-240
1050
$1.84M 0.01%
109,955
+912
40 41
42
43 44