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
926
$2.4M 0.01%
59,760
+1,875
927
$2.39M 0.01%
19,676
+253
928
$2.39M 0.01%
32,894
-1,683
929
$2.39M 0.01%
50,350
+27,954
930
$2.37M 0.01%
130,273
+58,415
931
$2.36M 0.01%
41,049
+13,495
932
$2.36M 0.01%
181,529
+40,749
933
$2.35M 0.01%
90,932
+25,847
934
$2.35M 0.01%
89,707
+6,495
935
$2.35M 0.01%
241,225
-904
936
$2.34M 0.01%
52,293
-3,541
937
$2.31M 0.01%
44,478
-301
938
$2.31M 0.01%
37,169
+22,994
939
$2.31M 0.01%
18,394
-27,188
940
$2.31M 0.01%
+25,408
941
$2.3M 0.01%
93,170
-754
942
$2.28M 0.01%
43,998
+17,576
943
$2.27M 0.01%
22,399
-431
944
$2.26M 0.01%
1,611
-419
945
$2.26M 0.01%
116,249
-2,049
946
$2.26M 0.01%
107,504
+759
947
$2.25M 0.01%
103,672
+23,451
948
$2.25M 0.01%
59,256
+49,398
949
$2.23M 0.01%
54,997
-10,548
950
$2.23M 0.01%
21,591
+6,938
36 37
38
39 40