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
451
$6.87M 0.04%
310,032
+82,424
452
$6.87M 0.04%
166,743
-147,150
453
$6.86M 0.04%
133,950
+5,122
454
$6.86M 0.04%
43,344
+2,383
455
$6.84M 0.04%
411,137
+42,537
456
$6.83M 0.04%
20,894
-765
457
$6.83M 0.04%
31,916
+1,023
458
$6.79M 0.04%
24,127
+4,954
459
$6.77M 0.04%
51,733
+458
460
$6.77M 0.04%
48,941
+2,926
461
$6.76M 0.04%
131,135
+26,253
462
$6.75M 0.04%
115,418
-36,347
463
$6.75M 0.04%
167,034
-78,365
464
$6.73M 0.04%
120,092
+34,988
465
$6.71M 0.04%
265,038
+47,447
466
$6.69M 0.04%
209,744
+169,060
467
$6.68M 0.04%
78,507
+32,899
468
$6.66M 0.04%
86,226
+6,924
469
$6.66M 0.04%
97,909
+28,922
470
$6.63M 0.04%
188,807
+69,903
471
$6.6M 0.04%
143,757
-856
472
$6.59M 0.04%
88,120
+12,381
473
$6.56M 0.04%
513,686
-10,403
474
$6.54M 0.04%
296,771
+4,250
475
$6.52M 0.04%
3,565
+82
17 18
19
20 21