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
126
$30.2M 0.16%
490,836
+277,627
127
$30.1M 0.16%
99,981
+45,118
128
$30M 0.16%
685,740
+94,029
129
$29.9M 0.16%
424,883
+34,432
130
$29.8M 0.16%
1,043,266
+1,003,024
131
$29.7M 0.16%
510,886
-159,378
132
$29.5M 0.16%
321,410
+12,599
133
$29M 0.16%
60,940
+20,193
134
$28.7M 0.16%
251,928
+7,257
135
$28.3M 0.15%
318,742
+63,718
136
$28.1M 0.15%
490,796
+35,803
137
$28M 0.15%
1,391,667
-1,160
138
$28M 0.15%
125,211
+78,019
139
$27.9M 0.15%
543,846
+29,442
140
$27.7M 0.15%
270,670
+133,920
141
$27.6M 0.15%
1,469,489
+183,125
142
$27.4M 0.15%
558,110
+94,530
143
$27.2M 0.15%
453,039
+224,183
144
$26.9M 0.15%
202,652
-29,278
145
$26.5M 0.14%
139,475
+2,104
146
$26.4M 0.14%
357,690
+59,273
147
$26.3M 0.14%
194,378
+26,665
148
$26.1M 0.14%
478,191
-8,116
149
$26.1M 0.14%
115,142
-2,530
150
$26.1M 0.14%
224,699
+9,789
4 5
6
7 8