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
751
$3.31M 0.02%
155,313
+12,016
752
$3.3M 0.02%
86,453
+5,989
753
$3.29M 0.02%
219,244
-7,401
754
$3.29M 0.02%
52,380
-864
755
$3.28M 0.02%
89,925
+51,785
756
$3.27M 0.02%
375,434
757
$3.27M 0.02%
73,792
+16,610
758
$3.27M 0.02%
35,640
-4,670
759
$3.26M 0.02%
190,902
+77,808
760
$3.26M 0.02%
19,766
+5,343
761
$3.25M 0.02%
136,103
+17,658
762
$3.24M 0.02%
41,334
+1,346
763
$3.24M 0.02%
380,234
+7,656
764
$3.24M 0.02%
135,989
+35,190
765
$3.23M 0.02%
200,118
+13,471
766
$3.21M 0.02%
52,334
+221
767
$3.2M 0.02%
92,281
+13,842
768
$3.2M 0.02%
50,242
+5,519
769
$3.18M 0.02%
53,496
+6,064
770
$3.16M 0.02%
18,361
+2,868
771
$3.15M 0.02%
17,514
-6,210
772
$3.15M 0.02%
14,496
-3,199
773
$3.15M 0.02%
72,656
-1,371
774
$3.14M 0.02%
91,830
+7,004
775
$3.14M 0.02%
65,556
+19,332
29 30
31
32 33