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
726
$3.46M 0.02%
258,829
-26,037
727
$3.45M 0.02%
81,874
+74,614
728
$3.45M 0.02%
45,688
+6,102
729
$3.44M 0.02%
54,569
-943
730
$3.42M 0.02%
88,784
+8,320
731
$3.42M 0.02%
33,558
+4,839
732
$3.41M 0.02%
138,550
733
$3.4M 0.02%
48,921
+5,860
734
$3.4M 0.02%
17,422
+1,469
735
$3.39M 0.02%
196,655
+161,227
736
$3.39M 0.02%
103,160
-322,650
737
$3.38M 0.02%
9,148
+434
738
$3.38M 0.02%
113,868
+17,614
739
$3.37M 0.02%
37,212
+8,057
740
$3.36M 0.02%
89,737
+2,976
741
$3.36M 0.02%
57,775
-28,929
742
$3.35M 0.02%
133,679
+74,497
743
$3.35M 0.02%
297,524
-5,923
744
$3.34M 0.02%
40,680
+1,440
745
$3.33M 0.02%
23,048
-15,673
746
$3.32M 0.02%
36,048
+2,977
747
$3.32M 0.02%
55,423
+2,934
748
$3.32M 0.02%
133,334
+15,733
749
$3.31M 0.02%
70,855
+543
750
$3.31M 0.02%
25,079
+583
28 29
30
31 32