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
1151
$1.55M 0.01%
70,068
+20,775
1152
$1.55M 0.01%
30,817
+2,693
1153
$1.55M 0.01%
4,485
+675
1154
$1.55M 0.01%
8,752
-202
1155
$1.54M 0.01%
13,121
+250
1156
$1.54M 0.01%
+44,565
1157
$1.54M 0.01%
21,347
+5,960
1158
$1.54M 0.01%
5,852
-391
1159
$1.54M 0.01%
39,693
+3,816
1160
$1.54M 0.01%
8,160
-229
1161
$1.53M 0.01%
11,327
+324
1162
$1.53M 0.01%
73,959
-4,394
1163
$1.53M 0.01%
39,708
+1,624
1164
$1.53M 0.01%
3,643
+251
1165
$1.52M 0.01%
39,673
+15,323
1166
$1.52M 0.01%
60,278
+3,930
1167
$1.52M 0.01%
70,649
-7,644
1168
$1.51M 0.01%
39,638
+4,301
1169
$1.51M 0.01%
41,643
+7,586
1170
$1.51M 0.01%
11,614
-621
1171
$1.51M 0.01%
23,062
+18,222
1172
$1.51M 0.01%
15,261
-666
1173
$1.51M 0.01%
68,248
+15,926
1174
$1.5M 0.01%
79,442
-14,091
1175
$1.5M 0.01%
26,545
+10,798
45 46
47
48 49