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
776
$3.14M 0.02%
22,879
+1,028
777
$3.14M 0.02%
78,045
+1,926
778
$3.13M 0.02%
63,510
-3,534
779
$3.13M 0.02%
43,677
+22,172
780
$3.12M 0.02%
73,106
+15,877
781
$3.12M 0.02%
+131,644
782
$3.12M 0.02%
71,197
+7,959
783
$3.11M 0.02%
28,283
+13,686
784
$3.09M 0.02%
9,194
+2,479
785
$3.08M 0.02%
25,493
+14,782
786
$3.08M 0.02%
39,730
-20
787
$3.07M 0.02%
10,548
+4,220
788
$3.07M 0.02%
74,895
+59,411
789
$3.06M 0.02%
134,269
-1,520
790
$3.06M 0.02%
288,215
+21,415
791
$3.06M 0.02%
286,628
+72,328
792
$3.06M 0.02%
40,872
+1,150
793
$3.05M 0.02%
60,163
+5,898
794
$3.04M 0.02%
66,445
+7,808
795
$3.04M 0.02%
17,677
-1,410
796
$3.03M 0.02%
65,087
+5,113
797
$3.03M 0.02%
126,180
+33,896
798
$3.02M 0.02%
84,032
-25,416
799
$3.02M 0.02%
42,217
+170
800
$3.02M 0.02%
25,136
+6,056
30 31
32
33 34