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
1101
$1.68M 0.01%
+65,385
1102
$1.67M 0.01%
20,081
+745
1103
$1.67M 0.01%
7,194
+301
1104
$1.67M 0.01%
327,788
+16,400
1105
$1.67M 0.01%
61,999
+9,898
1106
$1.67M 0.01%
61,267
+1,949
1107
$1.66M 0.01%
28,796
+18,914
1108
$1.66M 0.01%
+81,312
1109
$1.66M 0.01%
208,932
+154,044
1110
$1.65M 0.01%
65,681
+8,031
1111
$1.65M 0.01%
33,112
+4,058
1112
$1.64M 0.01%
119,389
-10,951
1113
$1.64M 0.01%
114,257
+37,992
1114
$1.64M 0.01%
+42,301
1115
$1.63M 0.01%
53,783
+40,611
1116
$1.63M 0.01%
7,501
+2,537
1117
$1.63M 0.01%
18,605
+4,813
1118
$1.63M 0.01%
19,372
-39
1119
$1.62M 0.01%
67,647
+45,098
1120
$1.62M 0.01%
88,807
+8,961
1121
$1.62M 0.01%
48,541
+2,178
1122
$1.62M 0.01%
30,334
+2
1123
$1.61M 0.01%
63,252
+25,369
1124
$1.61M 0.01%
24,418
+2,994
1125
$1.61M 0.01%
+30,926
43 44
45
46 47