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
701
$3.68M 0.02%
2,498
+479
702
$3.67M 0.02%
115,637
+22,968
703
$3.63M 0.02%
116,327
+3,442
704
$3.61M 0.02%
31,752
+3,231
705
$3.6M 0.02%
+139,988
706
$3.58M 0.02%
169,090
+33,790
707
$3.58M 0.02%
31,599
+7,670
708
$3.58M 0.02%
48,519
+5,713
709
$3.58M 0.02%
80,138
+818
710
$3.56M 0.02%
77,808
+13,138
711
$3.56M 0.02%
98,100
-72,147
712
$3.55M 0.02%
223,372
+13,719
713
$3.54M 0.02%
360,956
-26,315
714
$3.54M 0.02%
149,395
+4,032
715
$3.53M 0.02%
89,965
+243
716
$3.52M 0.02%
64,381
-3,249
717
$3.52M 0.02%
69,457
+47
718
$3.52M 0.02%
101,123
-2,278
719
$3.52M 0.02%
25,731
+1,278
720
$3.5M 0.02%
71,475
-11,267
721
$3.49M 0.02%
375,238
+14,068
722
$3.48M 0.02%
21,841
+28
723
$3.48M 0.02%
55,951
-480
724
$3.48M 0.02%
13,993
+190
725
$3.47M 0.02%
156,599
+54,847
27 28
29
30 31