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
501
$6.04M 0.03%
140,386
+59,698
502
$6.04M 0.03%
27,920
+1,185
503
$6.03M 0.03%
150,673
+6,792
504
$6.01M 0.03%
114,801
-38,730
505
$5.94M 0.03%
166,974
-7,477
506
$5.88M 0.03%
164,013
-18,510
507
$5.84M 0.03%
144,002
+131,526
508
$5.84M 0.03%
296,787
+36,844
509
$5.82M 0.03%
59,408
+2,075
510
$5.8M 0.03%
149,417
+46,910
511
$5.8M 0.03%
78,355
+24,364
512
$5.8M 0.03%
71,043
+4,619
513
$5.8M 0.03%
50,442
+1,014
514
$5.77M 0.03%
91,371
-4,006
515
$5.77M 0.03%
23,860
-473
516
$5.67M 0.03%
53,538
-15,674
517
$5.67M 0.03%
136,466
+18,191
518
$5.64M 0.03%
385,585
+5,837
519
$5.63M 0.03%
185,520
+23,010
520
$5.6M 0.03%
243,026
-73,584
521
$5.6M 0.03%
267,402
+125,699
522
$5.6M 0.03%
207,450
+77,850
523
$5.58M 0.03%
51,765
+10,394
524
$5.53M 0.03%
176,645
+35,167
525
$5.51M 0.03%
98,739
+57,909
19 20
21
22 23