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
276
$12.5M 0.07%
292,020
+50,588
277
$12.5M 0.07%
140,826
+12,806
278
$12.4M 0.07%
126,281
+59,946
279
$12.3M 0.07%
43,419
-26,105
280
$12.3M 0.07%
298,713
+275,885
281
$12.3M 0.07%
503,729
+28,186
282
$12.2M 0.07%
182,351
-6,305
283
$12.2M 0.07%
174,278
+4,005
284
$12M 0.07%
187,040
+104,692
285
$12M 0.07%
605,963
-7,443
286
$12M 0.07%
162,371
+106,425
287
$11.8M 0.06%
172,824
+6,834
288
$11.7M 0.06%
130,716
+83,776
289
$11.6M 0.06%
137,391
+62,714
290
$11.6M 0.06%
218,774
+19,002
291
$11.6M 0.06%
83,242
+7,804
292
$11.6M 0.06%
457,985
+385,875
293
$11.5M 0.06%
430,769
+330,932
294
$11.5M 0.06%
125,941
-77,426
295
$11.5M 0.06%
197,038
+907
296
$11.2M 0.06%
165,208
+5,347
297
$11.2M 0.06%
34,344
-1,750
298
$11.2M 0.06%
22,611
+20,055
299
$11.1M 0.06%
82,704
+14,333
300
$11.1M 0.06%
192,898
+66,716
10 11
12
13 14