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
951
$2.23M 0.01%
46,619
+7,753
952
$2.22M 0.01%
60,692
+798
953
$2.22M 0.01%
38,476
+2,983
954
$2.22M 0.01%
89,662
+3,399
955
$2.21M 0.01%
44,973
+24,576
956
$2.2M 0.01%
18,368
+242
957
$2.2M 0.01%
+25,147
958
$2.2M 0.01%
22,096
+2,566
959
$2.19M 0.01%
19,199
+11,934
960
$2.19M 0.01%
+204,099
961
$2.19M 0.01%
36,706
+3,333
962
$2.18M 0.01%
9,211
+593
963
$2.18M 0.01%
+69,425
964
$2.18M 0.01%
10,814
-88
965
$2.17M 0.01%
31,752
+2,354
966
$2.17M 0.01%
14,163
+3,787
967
$2.16M 0.01%
19,026
-13,639
968
$2.16M 0.01%
63,699
-5,483
969
$2.14M 0.01%
23,871
+2,916
970
$2.14M 0.01%
33,139
+349
971
$2.14M 0.01%
52,715
-3,530
972
$2.13M 0.01%
42,166
+12,584
973
$2.12M 0.01%
143,071
+16,190
974
$2.12M 0.01%
47,673
-17,766
975
$2.12M 0.01%
9,180
+1,488
37 38
39
40 41