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
1301
$1.21M 0.01%
16,696
+349
1302
$1.21M 0.01%
12,833
-735
1303
$1.21M 0.01%
114,734
+31,982
1304
$1.21M 0.01%
15,148
+3,291
1305
$1.2M 0.01%
121,548
+289
1306
$1.2M 0.01%
20,778
+3,059
1307
$1.2M 0.01%
15,069
-500
1308
$1.2M 0.01%
12,524
+124
1309
$1.19M 0.01%
12,174
+2,309
1310
$1.19M 0.01%
34,901
-10,612
1311
$1.19M 0.01%
46,982
-1,164
1312
$1.19M 0.01%
54,465
+33,223
1313
$1.19M 0.01%
21,428
+415
1314
$1.19M 0.01%
25,022
+1,304
1315
$1.19M 0.01%
45,294
-8,714
1316
$1.18M 0.01%
15,509
+1,972
1317
$1.18M 0.01%
+18,224
1318
$1.18M 0.01%
51,850
+21,181
1319
$1.18M 0.01%
11,842
-2,092
1320
$1.17M 0.01%
38,886
-702
1321
$1.17M 0.01%
72,487
+19,534
1322
$1.17M 0.01%
2,909
+146
1323
$1.16M 0.01%
39,516
-36,556
1324
$1.16M 0.01%
37,122
+17,867
1325
$1.15M 0.01%
957
+121
51 52
53
54 55