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
1326
$1.15M 0.01%
41,446
-5,812
1327
$1.15M 0.01%
+47,647
1328
$1.15M 0.01%
2,156
+1,203
1329
$1.15M 0.01%
9,447
+493
1330
$1.15M 0.01%
21,883
+104
1331
$1.15M 0.01%
16,566
-1,065
1332
$1.15M 0.01%
57,986
-1,351
1333
$1.15M 0.01%
12,609
+927
1334
$1.14M 0.01%
38,794
+2,780
1335
$1.14M 0.01%
16,833
+1,891
1336
$1.14M 0.01%
45,594
+3,079
1337
$1.14M 0.01%
12,997
-80,916
1338
$1.14M 0.01%
17,803
+9,045
1339
$1.14M 0.01%
31,326
+1,424
1340
$1.14M 0.01%
26,824
+1,993
1341
$1.13M 0.01%
9,962
+292
1342
$1.13M 0.01%
11,995
-123
1343
$1.13M 0.01%
16,943
-537
1344
$1.13M 0.01%
33,649
+4,484
1345
$1.13M 0.01%
22,849
-344
1346
$1.13M 0.01%
10,461
+893
1347
$1.13M 0.01%
45,659
+21,081
1348
$1.13M 0.01%
12,598
+3,282
1349
$1.13M 0.01%
48,100
-686
1350
$1.13M 0.01%
4,325
+2,376
52 53
54
55 56