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
1176
$1.5M 0.01%
92,688
-76,534
1177
$1.5M 0.01%
24,693
-59
1178
$1.5M 0.01%
70,572
-48,015
1179
$1.5M 0.01%
+26,787
1180
$1.49M 0.01%
90,134
+21,272
1181
$1.49M 0.01%
46,853
-8,658
1182
$1.49M 0.01%
21,756
-4,607
1183
$1.49M 0.01%
6,850
-19,838
1184
$1.48M 0.01%
315
+111
1185
$1.48M 0.01%
49,433
+6,732
1186
$1.48M 0.01%
46,160
-7,060
1187
$1.47M 0.01%
43,909
+2,760
1188
$1.47M 0.01%
24,853
-6,605
1189
$1.46M 0.01%
42,416
-34,843
1190
$1.46M 0.01%
51,868
-21,196
1191
$1.46M 0.01%
24,147
+13,457
1192
$1.46M 0.01%
21,596
+718
1193
$1.46M 0.01%
109,783
+64,532
1194
$1.45M 0.01%
+47,137
1195
$1.45M 0.01%
56,958
-66,971
1196
$1.45M 0.01%
31,613
+17,746
1197
$1.45M 0.01%
72,395
+6,675
1198
$1.44M 0.01%
12,583
-3,467
1199
$1.44M 0.01%
52,174
+34,597
1200
$1.44M 0.01%
30,870
-176
46 47
48
49 50