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
1451
$966K 0.01%
33,263
+22,030
1452
$966K 0.01%
26,701
+349
1453
$966K 0.01%
2,536
+816
1454
$961K 0.01%
13,922
+7,044
1455
$959K 0.01%
9,563
+3,408
1456
$956K 0.01%
29,004
-9,081
1457
$955K 0.01%
7,398
-546
1458
$953K 0.01%
19,862
+1,517
1459
$953K 0.01%
28,419
+20,613
1460
$951K 0.01%
10,147
+3,444
1461
$950K 0.01%
56,714
-6,090
1462
$948K 0.01%
21,502
+349
1463
$946K 0.01%
25,723
+1,701
1464
$946K 0.01%
36,152
-3,817
1465
$944K 0.01%
15,390
-28,896
1466
$943K 0.01%
+16,999
1467
$939K 0.01%
24,467
+1,730
1468
$936K 0.01%
18,004
+1,270
1469
$935K 0.01%
10,490
+3,136
1470
$935K 0.01%
29,943
+2,008
1471
$931K 0.01%
26,907
+333
1472
$931K 0.01%
10,086
+1
1473
$930K 0.01%
17,253
+1,633
1474
$928K 0.01%
79,452
+9,639
1475
$927K 0.01%
80,722
+2,997
57 58
59
60 61