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
251
$14M 0.08%
70,289
+2,828
252
$14M 0.08%
202,130
+12,236
253
$13.9M 0.08%
99,369
-14,842
254
$13.7M 0.07%
55,671
+45
255
$13.6M 0.07%
279,907
+34,184
256
$13.5M 0.07%
312,757
-292
257
$13.5M 0.07%
204,281
-15,206
258
$13.4M 0.07%
267,932
-50,007
259
$13.4M 0.07%
153,013
+1,024
260
$13.3M 0.07%
449,206
+70,397
261
$13.2M 0.07%
262,364
-111,672
262
$13.2M 0.07%
257,925
+19,539
263
$13.2M 0.07%
72,209
+15,070
264
$13.2M 0.07%
120,860
-13,936
265
$13.1M 0.07%
448,835
+297,294
266
$13M 0.07%
195,465
+61,518
267
$12.9M 0.07%
119,326
+6,227
268
$12.7M 0.07%
33
+1
269
$12.7M 0.07%
259,116
+13,500
270
$12.7M 0.07%
5,457
+594
271
$12.7M 0.07%
198,537
-5,206
272
$12.7M 0.07%
133,751
-5,217
273
$12.7M 0.07%
272,960
+37,870
274
$12.6M 0.07%
779,106
+288,852
275
$12.5M 0.07%
256,600
-4,263
9 10
11
12 13