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
401
$8.01M 0.04%
157,443
+6,652
402
$7.98M 0.04%
90,507
+11,567
403
$7.97M 0.04%
366,198
+582
404
$7.95M 0.04%
424,997
+56,005
405
$7.91M 0.04%
83,116
+6,439
406
$7.87M 0.04%
34,527
+165
407
$7.75M 0.04%
98,272
+7,705
408
$7.7M 0.04%
101,485
+7,458
409
$7.7M 0.04%
282,183
+58,085
410
$7.7M 0.04%
115,218
+11,615
411
$7.68M 0.04%
54,640
+11,529
412
$7.68M 0.04%
176,321
+34,908
413
$7.64M 0.04%
78,511
+15,420
414
$7.63M 0.04%
32,161
+3,862
415
$7.62M 0.04%
59,359
+918
416
$7.61M 0.04%
+86,051
417
$7.58M 0.04%
77,016
+13,255
418
$7.55M 0.04%
219,547
+27,321
419
$7.53M 0.04%
41,038
+8,651
420
$7.45M 0.04%
318,925
+14,629
421
$7.41M 0.04%
218,422
+7,962
422
$7.39M 0.04%
36,188
+9,213
423
$7.39M 0.04%
93,839
+3,989
424
$7.39M 0.04%
428,988
+407,499
425
$7.39M 0.04%
273,814
-5,954
15 16
17
18 19