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
576
$4.85M 0.03%
54,383
-14,384
577
$4.81M 0.03%
135,218
-108,057
578
$4.81M 0.03%
68,378
+49,265
579
$4.8M 0.03%
75,479
-3,298
580
$4.79M 0.03%
108,480
+12,484
581
$4.78M 0.03%
50,901
+8,710
582
$4.78M 0.03%
178,669
+62,768
583
$4.77M 0.03%
89,183
-14,179
584
$4.77M 0.03%
42,932
-4,279
585
$4.76M 0.03%
118,400
+7,199
586
$4.76M 0.03%
14,394
+1,202
587
$4.72M 0.03%
84,183
-23,219
588
$4.69M 0.03%
+54,515
589
$4.68M 0.03%
62,265
-23,161
590
$4.67M 0.03%
159,447
+12,761
591
$4.65M 0.03%
88,111
-15,148
592
$4.64M 0.03%
55,070
-1,212
593
$4.6M 0.03%
144,599
+114,279
594
$4.59M 0.03%
206,353
-117,681
595
$4.57M 0.02%
53,963
+25,196
596
$4.57M 0.02%
62,352
+3,991
597
$4.57M 0.02%
230,803
+124,561
598
$4.54M 0.02%
89,905
-55
599
$4.54M 0.02%
52,392
+561
600
$4.52M 0.02%
37,816
-22,586
22 23
24
25 26