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
151
$26M 0.14%
472,338
-26,142
152
$25.8M 0.14%
235,801
+1,857
153
$25.8M 0.14%
757,759
+427,117
154
$25.7M 0.14%
376,910
-20,995
155
$25.5M 0.14%
988,663
+260,538
156
$25.4M 0.14%
496,906
+24,179
157
$25.2M 0.14%
207,296
-5,642
158
$25M 0.14%
147,239
+10,012
159
$25M 0.14%
518,142
+72,385
160
$24.9M 0.14%
331,590
+28,161
161
$24.7M 0.13%
330,997
+7,796
162
$24.6M 0.13%
1,637,771
+143,570
163
$24.4M 0.13%
1,077,073
-186,038
164
$24.4M 0.13%
191,180
+9,740
165
$24.1M 0.13%
755,599
+367,912
166
$23.6M 0.13%
570,752
-3,652
167
$23.4M 0.13%
376,477
+8,071
168
$23.2M 0.13%
713,688
-210,493
169
$23.1M 0.13%
116,609
+19,368
170
$22.9M 0.12%
1,410,184
-149,328
171
$22.8M 0.12%
227,052
+10,106
172
$22.7M 0.12%
396,098
+20,414
173
$22.7M 0.12%
316,151
+26,886
174
$22.7M 0.12%
339,071
+8,395
175
$22.4M 0.12%
125,936
+5,906
5 6
7
8 9