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
1076
$1.77M 0.01%
89,686
+7,738
1077
$1.76M 0.01%
10,585
+5,848
1078
$1.76M 0.01%
93,472
+10,400
1079
$1.76M 0.01%
7,904
-812
1080
$1.76M 0.01%
12,964
+3,610
1081
$1.75M 0.01%
13,667
+3,572
1082
$1.74M 0.01%
97,132
+5,526
1083
$1.73M 0.01%
8,580
-860
1084
$1.73M 0.01%
23,463
+9,939
1085
$1.72M 0.01%
12,809
+222
1086
$1.72M 0.01%
37,020
+1,821
1087
$1.72M 0.01%
65,292
+6,018
1088
$1.71M 0.01%
31,142
+19,384
1089
$1.71M 0.01%
+35,532
1090
$1.7M 0.01%
+38,737
1091
$1.69M 0.01%
16,100
+862
1092
$1.69M 0.01%
16,192
-5,404
1093
$1.69M 0.01%
11,249
+2,284
1094
$1.69M 0.01%
4,187
+78
1095
$1.69M 0.01%
12,734
+1,431
1096
$1.69M 0.01%
45,182
+12,611
1097
$1.69M 0.01%
43,161
+10,098
1098
$1.69M 0.01%
20,619
+316
1099
$1.68M 0.01%
20,276
+7,371
1100
$1.68M 0.01%
41,266
+19,842
42 43
44
45 46