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
1226
$1.37M 0.01%
26,431
-4,625
1227
$1.37M 0.01%
16,975
+2,042
1228
$1.37M 0.01%
56,421
+6,183
1229
$1.36M 0.01%
22,855
+3,414
1230
$1.36M 0.01%
5,347
-53
1231
$1.35M 0.01%
33,639
+26,040
1232
$1.35M 0.01%
36,114
-49,311
1233
$1.35M 0.01%
49,253
-3,276
1234
$1.35M 0.01%
39,752
+141
1235
$1.35M 0.01%
+14,938
1236
$1.35M 0.01%
67,340
+28,840
1237
$1.34M 0.01%
27,212
-40,693
1238
$1.34M 0.01%
4,512
+121
1239
$1.34M 0.01%
61,439
+33,984
1240
$1.34M 0.01%
4,783
-2,890
1241
$1.33M 0.01%
15,165
+9,445
1242
$1.33M 0.01%
39,535
-8,260
1243
$1.33M 0.01%
34,834
+20,228
1244
$1.33M 0.01%
26,444
+14,876
1245
$1.33M 0.01%
43,648
+7,565
1246
$1.33M 0.01%
6,955
+5,535
1247
$1.33M 0.01%
4,718
+563
1248
$1.33M 0.01%
23,438
+13,051
1249
$1.33M 0.01%
140,194
+53,882
1250
$1.32M 0.01%
16,740
-268
48 49
50
51 52