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
876
$2.61M 0.01%
27,863
-1,800
877
$2.61M 0.01%
4,230
+493
878
$2.61M 0.01%
189,368
+78,116
879
$2.6M 0.01%
155,280
+5,589
880
$2.6M 0.01%
99,555
+68,661
881
$2.6M 0.01%
40,702
+2,538
882
$2.6M 0.01%
77,102
+5,732
883
$2.59M 0.01%
30,727
+954
884
$2.59M 0.01%
30,734
+7,152
885
$2.59M 0.01%
337,958
-32,080
886
$2.58M 0.01%
10,453
+1,558
887
$2.57M 0.01%
181,829
+44,380
888
$2.56M 0.01%
75,164
-5,875
889
$2.56M 0.01%
69,899
-10,806
890
$2.55M 0.01%
31,124
+20,024
891
$2.55M 0.01%
112,714
+27,591
892
$2.54M 0.01%
44,230
+36
893
$2.54M 0.01%
55,005
-949
894
$2.54M 0.01%
64,380
+4,653
895
$2.54M 0.01%
102,258
+70,215
896
$2.54M 0.01%
25,569
+1,525
897
$2.54M 0.01%
32,318
+212
898
$2.53M 0.01%
11,480
+7,988
899
$2.53M 0.01%
+147,334
900
$2.52M 0.01%
36,874
+28,700
34 35
36
37 38