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
1401
$1.06M 0.01%
23,925
+3,946
1402
$1.06M 0.01%
37,163
-40
1403
$1.06M 0.01%
32,116
+13,584
1404
$1.05M 0.01%
+23,997
1405
$1.05M 0.01%
12,948
+1,558
1406
$1.05M 0.01%
87,270
+13,962
1407
$1.05M 0.01%
3,517
+1,285
1408
$1.04M 0.01%
303
+166
1409
$1.04M 0.01%
14,697
+240
1410
$1.04M 0.01%
23,169
-3,773
1411
$1.04M 0.01%
157,043
+6,033
1412
$1.04M 0.01%
27,289
+2,775
1413
$1.04M 0.01%
9,615
+536
1414
$1.04M 0.01%
24,970
+4,864
1415
$1.04M 0.01%
5,344
+1,614
1416
$1.04M 0.01%
3,614
+398
1417
$1.03M 0.01%
126,984
+8,370
1418
$1.03M 0.01%
22,148
+6,100
1419
$1.03M 0.01%
26,467
+13,054
1420
$1.03M 0.01%
138,611
+46,330
1421
$1.03M 0.01%
31,108
+889
1422
$1.02M 0.01%
23,508
+1,526
1423
$1.02M 0.01%
32,843
+8,722
1424
$1.02M 0.01%
39,260
-3,734
1425
$1.01M 0.01%
31,598
+2,650
55 56
57
58 59