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
476
$6.51M 0.04%
41,955
+6,367
477
$6.51M 0.04%
69,518
+824
478
$6.5M 0.04%
153,733
+37,684
479
$6.49M 0.04%
628,612
+66,452
480
$6.48M 0.04%
94,538
+14,403
481
$6.44M 0.04%
17,937
-710
482
$6.42M 0.03%
108,900
-20,721
483
$6.4M 0.03%
380,288
+44,016
484
$6.36M 0.03%
194,342
+7,998
485
$6.34M 0.03%
36,922
+6,264
486
$6.33M 0.03%
105,216
+3,018
487
$6.31M 0.03%
150,913
+8,982
488
$6.3M 0.03%
19,665
-2,031
489
$6.28M 0.03%
59,896
+17,099
490
$6.27M 0.03%
42,304
-1,040
491
$6.26M 0.03%
41,752
+4,590
492
$6.25M 0.03%
248,899
+49,617
493
$6.18M 0.03%
43,096
+5,608
494
$6.14M 0.03%
153,457
+60,223
495
$6.13M 0.03%
194,751
-29,328
496
$6.12M 0.03%
72,265
-14,645
497
$6.12M 0.03%
63,980
+4,555
498
$6.11M 0.03%
32,489
+15,701
499
$6.09M 0.03%
31,548
-969
500
$6.05M 0.03%
182,190
-72,278
18 19
20
21 22