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
326
$10.4M 0.06%
87,340
-8,887
327
$10.4M 0.06%
399,505
-7,673
328
$10.3M 0.06%
160,003
+4,751
329
$10.3M 0.06%
112,280
+77,239
330
$10.3M 0.06%
214,390
+156,749
331
$10.3M 0.06%
58,436
+6,548
332
$10.2M 0.06%
29,961
-347
333
$10.2M 0.06%
166,654
+472
334
$10.2M 0.06%
382,860
+116,422
335
$10.2M 0.06%
128,935
-69,667
336
$10.2M 0.06%
146,598
+5,601
337
$10.1M 0.05%
164,877
+85,213
338
$10.1M 0.05%
466,083
+5,982
339
$9.99M 0.05%
119,148
+11,554
340
$9.98M 0.05%
472,200
-24,938
341
$9.95M 0.05%
168,487
+88,021
342
$9.9M 0.05%
126,287
-296,016
343
$9.9M 0.05%
36,855
+1,699
344
$9.83M 0.05%
148,225
+72,601
345
$9.77M 0.05%
111,367
-25,020
346
$9.69M 0.05%
214,950
+117,211
347
$9.68M 0.05%
40,484
-9,423
348
$9.66M 0.05%
191,296
-62,640
349
$9.64M 0.05%
96,317
-93,065
350
$9.63M 0.05%
121,771
+73,719
12 13
14
15 16