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
1251
$1.32M 0.01%
20,237
+1,192
1252
$1.32M 0.01%
74,711
+7,253
1253
$1.32M 0.01%
3,108
+67
1254
$1.32M 0.01%
58,134
-3,963
1255
$1.32M 0.01%
75,753
+4,394
1256
$1.32M 0.01%
7,801
+524
1257
$1.31M 0.01%
67,021
+23,001
1258
$1.31M 0.01%
39,212
+4,035
1259
$1.31M 0.01%
61,845
-26,724
1260
$1.3M 0.01%
108,628
+4,656
1261
$1.3M 0.01%
43,822
-875
1262
$1.3M 0.01%
303,722
-4,199
1263
$1.3M 0.01%
12,045
-455
1264
$1.29M 0.01%
16,800
+248
1265
$1.29M 0.01%
11,526
+67
1266
$1.29M 0.01%
55,307
+24,706
1267
$1.28M 0.01%
9,122
+81
1268
$1.28M 0.01%
8,038
-577
1269
$1.27M 0.01%
24,413
+9,183
1270
$1.27M 0.01%
3,076
-492
1271
$1.27M 0.01%
8,312
-7,741
1272
$1.27M 0.01%
107,966
+12,864
1273
$1.27M 0.01%
16,595
+211
1274
$1.27M 0.01%
42,780
-5,370
1275
$1.27M 0.01%
12,991
+258
49 50
51
52 53