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
601
$4.52M 0.02%
49,058
+11,204
602
$4.51M 0.02%
16,985
+3,775
603
$4.5M 0.02%
142,550
-7,225
604
$4.49M 0.02%
55,916
+22,602
605
$4.48M 0.02%
79,921
+3,205
606
$4.48M 0.02%
41,932
+9,769
607
$4.48M 0.02%
37,961
-462
608
$4.48M 0.02%
162,279
+80,037
609
$4.47M 0.02%
121,328
+40,667
610
$4.44M 0.02%
97,396
-9,188
611
$4.43M 0.02%
128,627
+46,474
612
$4.42M 0.02%
79,210
+2,784
613
$4.42M 0.02%
167,561
+3,046
614
$4.4M 0.02%
60,520
+2,086
615
$4.4M 0.02%
123,323
+16,905
616
$4.39M 0.02%
167,530
+1,199
617
$4.39M 0.02%
65,306
+2,296
618
$4.39M 0.02%
183,547
+3,459
619
$4.37M 0.02%
80,593
+4,560
620
$4.35M 0.02%
17,775
+1,688
621
$4.35M 0.02%
37,530
+10,130
622
$4.32M 0.02%
117,056
+73,199
623
$4.3M 0.02%
34,597
-11,187
624
$4.29M 0.02%
85,590
+23,940
625
$4.28M 0.02%
33,667
+3,130
23 24
25
26 27