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
1126
$1.6M 0.01%
21,804
-234
1127
$1.6M 0.01%
15,936
-16,438
1128
$1.6M 0.01%
21,342
+9,569
1129
$1.6M 0.01%
17,218
+1,022
1130
$1.59M 0.01%
63,593
+2,735
1131
$1.59M 0.01%
64,900
+12,483
1132
$1.59M 0.01%
29,185
+12,549
1133
$1.59M 0.01%
4,316
-94
1134
$1.59M 0.01%
27,057
-572
1135
$1.59M 0.01%
9,171
-2,046
1136
$1.58M 0.01%
37,056
-1,727
1137
$1.58M 0.01%
+6,333
1138
$1.58M 0.01%
81,820
+27,363
1139
$1.58M 0.01%
31,340
+160
1140
$1.57M 0.01%
22,949
+7,238
1141
$1.57M 0.01%
67,075
-5,691
1142
$1.57M 0.01%
88,810
+35,034
1143
$1.56M 0.01%
62,817
+37,802
1144
$1.56M 0.01%
49,909
+28,326
1145
$1.56M 0.01%
25,088
-3,459
1146
$1.56M 0.01%
+22,341
1147
$1.55M 0.01%
6,754
+1,620
1148
$1.55M 0.01%
25,515
-239
1149
$1.55M 0.01%
40,248
+1,602
1150
$1.55M 0.01%
29,868
-2,481
44 45
46
47 48