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 4.73%
4 Healthcare 4.36%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.73M 0.01%
12,466
+325
852
$2.73M 0.01%
16,811
+2,834
853
$2.73M 0.01%
53,137
-1,944
854
$2.72M 0.01%
40,187
-3,200
855
$2.72M 0.01%
70,640
+4,596
856
$2.71M 0.01%
+56,243
857
$2.71M 0.01%
23,479
+279
858
$2.71M 0.01%
61,020
-930
859
$2.71M 0.01%
131,862
+48,224
860
$2.69M 0.01%
109,304
+51,809
861
$2.69M 0.01%
4,386
+13
862
$2.69M 0.01%
28,262
+4,990
863
$2.68M 0.01%
34,290
+1,921
864
$2.67M 0.01%
+31,806
865
$2.66M 0.01%
70,759
+6,770
866
$2.66M 0.01%
18,733
+5,411
867
$2.65M 0.01%
99,740
-1,756
868
$2.64M 0.01%
27,761
-18,565
869
$2.63M 0.01%
23,424
-8,460
870
$2.63M 0.01%
17,909
+5,930
871
$2.63M 0.01%
266,846
-24,773
872
$2.62M 0.01%
298,614
+34,016
873
$2.62M 0.01%
57,275
+31,696
874
$2.62M 0.01%
12,179
+2,923
875
$2.62M 0.01%
48,738
+9,294
33 34
35
36 37