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
301
$11.1M 0.06%
93,591
+8,252
302
$11.1M 0.06%
361,380
-22,388
303
$11M 0.06%
180,468
+11,218
304
$11M 0.06%
81,110
+5,681
305
$10.9M 0.06%
268,605
-5,732
306
$10.9M 0.06%
360,207
+94,234
307
$10.9M 0.06%
403,426
+45,528
308
$10.8M 0.06%
202,234
+5,550
309
$10.8M 0.06%
497,389
+39,566
310
$10.8M 0.06%
39,147
-176
311
$10.8M 0.06%
303,665
-2,580
312
$10.8M 0.06%
284,554
+35,976
313
$10.8M 0.06%
231,757
-2,531
314
$10.7M 0.06%
266,373
+24,830
315
$10.6M 0.06%
45,299
+1,433
316
$10.6M 0.06%
162,720
+1,410
317
$10.6M 0.06%
295,540
+50,123
318
$10.6M 0.06%
157,479
-343,150
319
$10.6M 0.06%
273,728
+2,603
320
$10.5M 0.06%
32,806
+9,651
321
$10.5M 0.06%
374,352
+12,446
322
$10.5M 0.06%
213,201
+9,549
323
$10.4M 0.06%
175,110
+10,910
324
$10.4M 0.06%
155,033
-13,991
325
$10.4M 0.06%
72,219
-159
11 12
13
14 15