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
101
$34.8M 0.19%
341,484
-111,061
102
$34.5M 0.19%
678,762
-97,830
103
$34M 0.18%
365,150
+51,375
104
$33.9M 0.18%
1,395,573
+325,716
105
$33.7M 0.18%
154,559
-29,662
106
$33.7M 0.18%
148,284
-5,254
107
$33.6M 0.18%
158,620
+14,925
108
$33.1M 0.18%
855,333
+43,864
109
$32.7M 0.18%
664,454
-5,679
110
$32.4M 0.18%
98,164
+11,938
111
$32.2M 0.18%
503,442
-51,925
112
$32M 0.17%
717,326
-27,435
113
$32M 0.17%
1,222,357
+266,796
114
$31.9M 0.17%
146,886
+6,551
115
$31.8M 0.17%
226,519
+110,165
116
$31.8M 0.17%
265,582
-542
117
$31.8M 0.17%
365,027
+97,136
118
$31.4M 0.17%
213,160
+71,711
119
$31.3M 0.17%
88,712
+8,466
120
$31.2M 0.17%
84,347
+11,040
121
$31.2M 0.17%
193,747
-45,804
122
$30.9M 0.17%
64,964
+670
123
$30.7M 0.17%
190,290
+6,671
124
$30.7M 0.17%
405,447
+34,005
125
$30.4M 0.17%
472,622
+80,904
3 4
5
6 7