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
801
$3.02M 0.02%
75,890
+26,897
802
$3.02M 0.02%
24,098
+658
803
$3M 0.02%
21,876
-3,134
804
$3M 0.02%
53,277
+4,686
805
$2.99M 0.02%
104,144
-22,268
806
$2.99M 0.02%
407,512
+3,342
807
$2.98M 0.02%
90,006
+1,252
808
$2.98M 0.02%
16,321
+5,709
809
$2.97M 0.02%
191,740
-8,885
810
$2.97M 0.02%
76,039
+5,673
811
$2.96M 0.02%
+110,980
812
$2.96M 0.02%
49,159
+3,042
813
$2.96M 0.02%
62,527
+12,532
814
$2.95M 0.02%
+30,396
815
$2.94M 0.02%
23,087
+199
816
$2.92M 0.02%
48,511
-19,973
817
$2.92M 0.02%
209,249
+2,733
818
$2.92M 0.02%
35,885
+9,415
819
$2.9M 0.02%
33,094
+18,183
820
$2.89M 0.02%
445,258
+35,095
821
$2.89M 0.02%
115,550
+42,895
822
$2.88M 0.02%
66,283
+3,430
823
$2.87M 0.02%
32,639
+3,856
824
$2.86M 0.02%
79,669
+7,658
825
$2.86M 0.02%
104,909
+61,881
31 32
33
34 35