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
76
$39.1M 0.21%
1,222,720
+182,257
77
$39M 0.21%
386,962
+335,493
78
$38.9M 0.21%
104,557
+5,769
79
$38.9M 0.21%
329,438
+41,160
80
$38.7M 0.21%
724,893
+82,069
81
$38.6M 0.21%
233,123
+53,991
82
$38.2M 0.21%
503,626
+29,768
83
$38M 0.21%
725,662
-148,432
84
$37.8M 0.21%
105,565
-6,216
85
$37.8M 0.21%
137,516
+14,364
86
$37.1M 0.2%
162,002
+12,332
87
$37M 0.2%
429,357
+49,892
88
$37M 0.2%
338,605
+20,980
89
$36.9M 0.2%
442,684
-224,899
90
$36.8M 0.2%
326,225
-58,503
91
$36.5M 0.2%
692,448
+28,884
92
$36.2M 0.2%
355,182
+292,776
93
$36.2M 0.2%
238,871
-7,558
94
$36M 0.2%
791,322
+187,511
95
$35.9M 0.19%
1,195,985
-715,366
96
$35.7M 0.19%
690,119
-38,357
97
$35.6M 0.19%
484,355
+24,571
98
$35.5M 0.19%
277,083
+163,571
99
$35.2M 0.19%
249,079
-6,732
100
$34.9M 0.19%
155,506
+10,413
2 3
4
5 6