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
1276
$1.26M 0.01%
24,669
-3,841
1277
$1.26M 0.01%
13,323
+1,086
1278
$1.26M 0.01%
1,555
+36
1279
$1.26M 0.01%
8,288
+1,870
1280
$1.25M 0.01%
21,178
+2,205
1281
$1.25M 0.01%
23,512
-111
1282
$1.25M 0.01%
79,394
-24,917
1283
$1.25M 0.01%
43,840
-1,860
1284
$1.25M 0.01%
20,812
+4,336
1285
$1.25M 0.01%
10,841
+121
1286
$1.25M 0.01%
10,507
-3,087
1287
$1.24M 0.01%
115,391
+3,675
1288
$1.24M 0.01%
77,540
+4,179
1289
$1.24M 0.01%
16,701
-738
1290
$1.23M 0.01%
76,057
+44,690
1291
$1.23M 0.01%
5,891
-703
1292
$1.23M 0.01%
29,431
+3,606
1293
$1.22M 0.01%
18,106
+927
1294
$1.22M 0.01%
111,106
+23,757
1295
$1.22M 0.01%
45,406
+2,383
1296
$1.22M 0.01%
33,982
+26,782
1297
$1.22M 0.01%
24,493
-3,933
1298
$1.22M 0.01%
22,412
-8,199
1299
$1.22M 0.01%
18,401
-519
1300
$1.21M 0.01%
+71,444
50 51
52
53 54