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
376
$8.51M 0.05%
166,235
-46,028
377
$8.51M 0.05%
42,005
+2,787
378
$8.51M 0.05%
167,044
-1,618
379
$8.51M 0.05%
209,293
+3,047
380
$8.45M 0.05%
232,569
+53,359
381
$8.4M 0.05%
85,163
-7,108
382
$8.38M 0.05%
197,631
+55,407
383
$8.38M 0.05%
43,424
+3,631
384
$8.37M 0.05%
92,720
+9,626
385
$8.36M 0.05%
53,054
+6,560
386
$8.29M 0.05%
+323,584
387
$8.29M 0.05%
98,696
+32,993
388
$8.27M 0.04%
171,280
-20,204
389
$8.27M 0.04%
134,821
+9,026
390
$8.26M 0.04%
34,822
-5,437
391
$8.25M 0.04%
150,302
-9,063
392
$8.17M 0.04%
187,845
-3,847
393
$8.16M 0.04%
40,458
-5,615
394
$8.15M 0.04%
187,582
+167,126
395
$8.15M 0.04%
149,487
+2,412
396
$8.07M 0.04%
21,062
+5,970
397
$8.06M 0.04%
416,341
-8,858
398
$8.04M 0.04%
814,155
-22,155
399
$8.04M 0.04%
97,084
+9,171
400
$8.01M 0.04%
135,276
-4,923
14 15
16
17 18