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
651
$4.11M 0.02%
534,690
+33,370
652
$4.1M 0.02%
81,572
+9,167
653
$4.05M 0.02%
27,732
+4,376
654
$4.05M 0.02%
129,380
+55,538
655
$4.05M 0.02%
109,458
+4,156
656
$4.05M 0.02%
152,561
+16,014
657
$4.04M 0.02%
63,293
+19,804
658
$4.04M 0.02%
82,188
+3,314
659
$4.01M 0.02%
65,346
+16,288
660
$4.01M 0.02%
94,966
+19,201
661
$4.01M 0.02%
40,798
-5,690
662
$4M 0.02%
29,986
+6,880
663
$4M 0.02%
96,156
+3,093
664
$3.99M 0.02%
51,879
+3,391
665
$3.99M 0.02%
94,635
+85,382
666
$3.98M 0.02%
94,838
-6,586
667
$3.96M 0.02%
51,160
+11,313
668
$3.96M 0.02%
46,292
+1,482
669
$3.96M 0.02%
162,908
+7,924
670
$3.94M 0.02%
198,419
-15,624
671
$3.94M 0.02%
+217,142
672
$3.93M 0.02%
49,165
+10,856
673
$3.92M 0.02%
138,922
-57,250
674
$3.91M 0.02%
23,805
-1,790
675
$3.91M 0.02%
216,260
-6,015
25 26
27
28 29