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
1201
$1.43M 0.01%
43,584
+36,573
1202
$1.43M 0.01%
45,791
-459
1203
$1.43M 0.01%
100,402
+18,751
1204
$1.43M 0.01%
51,907
-3,128
1205
$1.43M 0.01%
24,688
+5,100
1206
$1.43M 0.01%
40,830
+1,532
1207
$1.42M 0.01%
+22,976
1208
$1.42M 0.01%
10,676
+1,261
1209
$1.41M 0.01%
13,455
-319
1210
$1.41M 0.01%
12,788
+618
1211
$1.41M 0.01%
50,295
+6,200
1212
$1.41M 0.01%
45,447
-369
1213
$1.41M 0.01%
17,400
+5,157
1214
$1.4M 0.01%
37,257
+4,901
1215
$1.4M 0.01%
53,735
-2,722
1216
$1.4M 0.01%
41,972
-3,019
1217
$1.39M 0.01%
8,400
+1,682
1218
$1.39M 0.01%
45,716
-23,576
1219
$1.38M 0.01%
22,144
-90,464
1220
$1.38M 0.01%
50,441
+1,875
1221
$1.38M 0.01%
27,017
-1,696
1222
$1.38M 0.01%
29,786
+1,436
1223
$1.37M 0.01%
29,046
+8,631
1224
$1.37M 0.01%
+16,252
1225
$1.37M 0.01%
51,578
+23,032
47 48
49
50 51