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
901
$2.52M 0.01%
83,485
-70,329
902
$2.52M 0.01%
42,225
-883
903
$2.51M 0.01%
124,064
-12,251
904
$2.5M 0.01%
7,606
-1,731
905
$2.5M 0.01%
185,395
-11,069
906
$2.5M 0.01%
32,175
-773
907
$2.49M 0.01%
124,039
+13,433
908
$2.49M 0.01%
24,387
+15,373
909
$2.49M 0.01%
19,840
-644
910
$2.48M 0.01%
96,492
-6,202
911
$2.48M 0.01%
120,143
+52,825
912
$2.46M 0.01%
52,650
+2,482
913
$2.46M 0.01%
82,954
+44,496
914
$2.46M 0.01%
+92,917
915
$2.45M 0.01%
21,953
+15
916
$2.44M 0.01%
41,719
-1,543
917
$2.44M 0.01%
31,336
+26,556
918
$2.42M 0.01%
19,404
-700
919
$2.42M 0.01%
143,022
+14,260
920
$2.41M 0.01%
52,243
+30,597
921
$2.41M 0.01%
38,691
+193
922
$2.41M 0.01%
19,762
+2,015
923
$2.4M 0.01%
35,722
+4,222
924
$2.4M 0.01%
18,113
-904
925
$2.4M 0.01%
8,657
+3,124
35 36
37
38 39