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
626
$4.28M 0.02%
137,184
-520
627
$4.27M 0.02%
52,456
+8,827
628
$4.25M 0.02%
15,483
+3,695
629
$4.24M 0.02%
108,679
-17,730
630
$4.23M 0.02%
59,088
+4,418
631
$4.22M 0.02%
57,785
+20,938
632
$4.21M 0.02%
133,214
+24,479
633
$4.2M 0.02%
56,112
-13,507
634
$4.2M 0.02%
18,305
+14,263
635
$4.19M 0.02%
79,964
+7,309
636
$4.19M 0.02%
143,309
+53,569
637
$4.19M 0.02%
104,559
+4,767
638
$4.18M 0.02%
109,959
+53,319
639
$4.17M 0.02%
54,617
-11,275
640
$4.16M 0.02%
66,791
+20,126
641
$4.16M 0.02%
72,909
+1,743
642
$4.14M 0.02%
86,058
-19,081
643
$4.14M 0.02%
236,211
+171,066
644
$4.14M 0.02%
297,495
+29,317
645
$4.14M 0.02%
39,165
+2,091
646
$4.14M 0.02%
148,277
+2,852
647
$4.12M 0.02%
218,437
+6,301
648
$4.12M 0.02%
237,041
+13,531
649
$4.11M 0.02%
78,907
+7,103
650
$4.11M 0.02%
12,546
+590
24 25
26
27 28