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
551
$5.13M 0.03%
180,500
+5,550
552
$5.12M 0.03%
123,001
+77,740
553
$5.11M 0.03%
95,954
+71,642
554
$5.1M 0.03%
132,137
+2,112
555
$5.1M 0.03%
16,630
+1,325
556
$5.09M 0.03%
58,460
+51,300
557
$5.08M 0.03%
65,120
+3,163
558
$5.08M 0.03%
176,020
+15,335
559
$5.06M 0.03%
24,971
+1,460
560
$5.05M 0.03%
48,890
+21,716
561
$5.04M 0.03%
31,909
-4,002
562
$4.99M 0.03%
58,657
-5,141
563
$4.98M 0.03%
58,290
+651
564
$4.98M 0.03%
35,337
-4,364
565
$4.97M 0.03%
74,787
+476
566
$4.97M 0.03%
126,855
+104
567
$4.95M 0.03%
78,594
+2,530
568
$4.93M 0.03%
75,341
-646
569
$4.93M 0.03%
313,515
+16,290
570
$4.92M 0.03%
178,208
-4,602
571
$4.9M 0.03%
54,980
+2,130
572
$4.89M 0.03%
155,993
-49,660
573
$4.89M 0.03%
94,494
-6,868
574
$4.89M 0.03%
112,516
+7,646
575
$4.88M 0.03%
69,996
+857
21 22
23
24 25