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
1351
$1.13M 0.01%
18,718
-5,331
1352
$1.13M 0.01%
14,414
+250
1353
$1.12M 0.01%
10,358
+469
1354
$1.12M 0.01%
+17,967
1355
$1.12M 0.01%
132,674
+8,592
1356
$1.12M 0.01%
8,933
+399
1357
$1.12M 0.01%
8,748
-3,985
1358
$1.12M 0.01%
19,211
+2,740
1359
$1.12M 0.01%
15,523
-959
1360
$1.12M 0.01%
62,350
+659
1361
$1.11M 0.01%
+28,567
1362
$1.11M 0.01%
24,921
-39
1363
$1.11M 0.01%
7,933
+662
1364
$1.11M 0.01%
2,097
-201
1365
$1.11M 0.01%
4,149
+591
1366
$1.11M 0.01%
11,861
+2,685
1367
$1.11M 0.01%
6,454
+397
1368
$1.11M 0.01%
11,497
-2,832
1369
$1.11M 0.01%
44,965
-1,610
1370
$1.1M 0.01%
2,277
-138
1371
$1.1M 0.01%
+21,736
1372
$1.1M 0.01%
6,061
-3,305
1373
$1.1M 0.01%
13,854
+1,460
1374
$1.1M 0.01%
46,438
+6,093
1375
$1.1M 0.01%
36,420
+5,175
53 54
55
56 57