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
351
$9.59M 0.05%
231,106
+28,431
352
$9.56M 0.05%
187,342
-28,613
353
$9.5M 0.05%
52,828
+439
354
$9.43M 0.05%
51,923
-499
355
$9.38M 0.05%
159,091
-27,694
356
$9.3M 0.05%
109,769
+4,924
357
$9.29M 0.05%
147,438
-5,130
358
$9.28M 0.05%
41,882
+1,364
359
$9.2M 0.05%
825,771
+33,003
360
$9.14M 0.05%
48,496
+3,815
361
$9.07M 0.05%
52,676
+3,178
362
$9.03M 0.05%
295,674
+199,500
363
$9.01M 0.05%
248,935
-45,596
364
$8.92M 0.05%
36,201
+3,414
365
$8.88M 0.05%
240,850
+37,105
366
$8.8M 0.05%
72,294
-42,888
367
$8.8M 0.05%
81,013
+7,218
368
$8.79M 0.05%
48,360
-9,085
369
$8.7M 0.05%
171,299
+16,919
370
$8.67M 0.05%
119,150
+16,479
371
$8.63M 0.05%
156,057
+9,941
372
$8.61M 0.05%
165,418
-3,555
373
$8.57M 0.05%
186,503
+28,265
374
$8.55M 0.05%
93,831
+688
375
$8.51M 0.05%
109,623
+25,365
13 14
15
16 17