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
1426
$1.01M 0.01%
14,024
+2,024
1427
$1.01M 0.01%
11,052
-304
1428
$1.01M 0.01%
2,892
+1,503
1429
$1.01M 0.01%
37,585
+3,757
1430
$1M 0.01%
25,924
-1,932
1431
$1M 0.01%
2,315
+599
1432
$1M 0.01%
43,572
-579
1433
$1M 0.01%
16,000
1434
$995K 0.01%
+6,369
1435
$993K 0.01%
+21,012
1436
$992K 0.01%
9,614
+6
1437
$991K 0.01%
24,367
-358
1438
$989K 0.01%
+15,169
1439
$989K 0.01%
16,089
+309
1440
$989K 0.01%
1,658
+121
1441
$989K 0.01%
54,826
+18,208
1442
$989K 0.01%
22,733
+1,285
1443
$984K 0.01%
5,314
+617
1444
$982K 0.01%
4,657
+628
1445
$979K 0.01%
+38,039
1446
$975K 0.01%
+20,272
1447
$974K 0.01%
21,327
+370
1448
$972K 0.01%
35,540
+3,526
1449
$971K 0.01%
16,161
-1,458
1450
$971K 0.01%
124,360
+8,515
56 57
58
59 60