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
526
$5.5M 0.03%
58,995
+4,161
527
$5.5M 0.03%
171,364
-74,285
528
$5.49M 0.03%
139,042
+21,001
529
$5.49M 0.03%
42,272
-96,798
530
$5.43M 0.03%
11,481
-2,246
531
$5.42M 0.03%
177,757
-73,957
532
$5.42M 0.03%
98,718
+18,068
533
$5.4M 0.03%
58,820
+2,997
534
$5.38M 0.03%
175,546
-193,708
535
$5.36M 0.03%
149,058
-16,855
536
$5.33M 0.03%
526,876
+415,736
537
$5.31M 0.03%
106,821
-46,234
538
$5.3M 0.03%
71,304
+2,344
539
$5.28M 0.03%
79,831
+1,583
540
$5.27M 0.03%
148,915
+7,010
541
$5.26M 0.03%
42,461
-125
542
$5.25M 0.03%
9,702
-9,876
543
$5.25M 0.03%
80,531
+1,983
544
$5.23M 0.03%
48,092
+19,746
545
$5.23M 0.03%
18,654
+672
546
$5.2M 0.03%
52,066
-1,251
547
$5.19M 0.03%
163,216
+22,020
548
$5.17M 0.03%
165,850
+70,545
549
$5.16M 0.03%
32,137
-5,388
550
$5.15M 0.03%
95,923
+40,688
20 21
22
23 24