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
1051
$1.84M 0.01%
54,999
+23,586
1052
$1.84M 0.01%
58,227
-90,341
1053
$1.83M 0.01%
25,022
+5,796
1054
$1.83M 0.01%
94,448
+16,954
1055
$1.83M 0.01%
21,206
+17,989
1056
$1.83M 0.01%
13,253
-108
1057
$1.83M 0.01%
177,613
+138,935
1058
$1.83M 0.01%
13,344
+206
1059
$1.82M 0.01%
34,200
-843
1060
$1.82M 0.01%
40,720
+30,790
1061
$1.82M 0.01%
30,732
+5,284
1062
$1.82M 0.01%
39,308
+860
1063
$1.81M 0.01%
75,475
+5,554
1064
$1.81M 0.01%
21,201
+10,954
1065
$1.81M 0.01%
88,034
+55,602
1066
$1.8M 0.01%
58,096
+10,139
1067
$1.8M 0.01%
31,607
-132
1068
$1.8M 0.01%
11,570
+236
1069
$1.8M 0.01%
11,978
1070
$1.8M 0.01%
22,354
+17,623
1071
$1.79M 0.01%
42,993
+4,754
1072
$1.78M 0.01%
55,038
+1,900
1073
$1.78M 0.01%
14,191
+3,153
1074
$1.78M 0.01%
48,151
-700
1075
$1.77M 0.01%
32,853
-184
41 42
43
44 45