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
1376
$1.1M 0.01%
22,086
-1,943
1377
$1.1M 0.01%
21,821
-2,251
1378
$1.09M 0.01%
31,797
+743
1379
$1.09M 0.01%
35,934
+2,381
1380
$1.09M 0.01%
26,686
+1,504
1381
$1.09M 0.01%
28,642
+1,036
1382
$1.09M 0.01%
22,385
+409
1383
$1.09M 0.01%
6,160
+709
1384
$1.08M 0.01%
14,305
+150
1385
$1.08M 0.01%
157,031
+16,050
1386
$1.08M 0.01%
24,660
-650
1387
$1.08M 0.01%
20,964
-834
1388
$1.08M 0.01%
49,826
-19,959
1389
$1.08M 0.01%
+27,727
1390
$1.08M 0.01%
23,526
-6
1391
$1.08M 0.01%
32,138
-1,750
1392
$1.07M 0.01%
54,896
+19,198
1393
$1.07M 0.01%
26,055
-2,902
1394
$1.07M 0.01%
27,484
+7,047
1395
$1.07M 0.01%
3,496
+183
1396
$1.07M 0.01%
23,367
+786
1397
$1.06M 0.01%
18,864
+5,600
1398
$1.06M 0.01%
21,124
+12,070
1399
$1.06M 0.01%
19,651
+2,078
1400
$1.06M 0.01%
110,471
-1,241
54 55
56
57 58