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
426
$7.37M 0.04%
298,190
+92,149
427
$7.35M 0.04%
92,363
+68,467
428
$7.31M 0.04%
160,140
-12,414
429
$7.28M 0.04%
70,613
+1,075
430
$7.28M 0.04%
199,858
-8,828
431
$7.27M 0.04%
78,190
+5,056
432
$7.27M 0.04%
28,061
-1,145
433
$7.25M 0.04%
148,197
+21,046
434
$7.24M 0.04%
125,470
-16,055
435
$7.21M 0.04%
80,838
+11,952
436
$7.19M 0.04%
234,562
-17,292
437
$7.16M 0.04%
50,650
+5,722
438
$7.15M 0.04%
210,375
+115,220
439
$7.15M 0.04%
56,950
-1,333
440
$7.14M 0.04%
130,704
+400
441
$7.14M 0.04%
130,054
+624
442
$7.09M 0.04%
86,518
+46,606
443
$7.08M 0.04%
21,887
+1,631
444
$7.04M 0.04%
634,767
+190,850
445
$7.03M 0.04%
221,060
+17,992
446
$6.99M 0.04%
91,551
+1,182
447
$6.95M 0.04%
54,145
-18,148
448
$6.93M 0.04%
124,090
+83,649
449
$6.92M 0.04%
100,871
+27,240
450
$6.88M 0.04%
97,947
+15,828
16 17
18
19 20