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
176
$22.2M 0.12%
393,631
+3,760
177
$22M 0.12%
498,562
-13,433
178
$21.8M 0.12%
660,880
+63,543
179
$21.7M 0.12%
563,885
+8,175
180
$21.5M 0.12%
314,747
+99,077
181
$21.3M 0.12%
99,301
-2,910
182
$21.1M 0.11%
191,140
-9,910
183
$21M 0.11%
267,993
+25,646
184
$21M 0.11%
387,989
+16,471
185
$20.9M 0.11%
85,683
+3,407
186
$20.8M 0.11%
94,567
+10,425
187
$20.8M 0.11%
668,603
-85,932
188
$20.8M 0.11%
178,034
-10,254
189
$20.7M 0.11%
102,145
+28,525
190
$20.6M 0.11%
210,548
-9,038
191
$20.5M 0.11%
44,816
+3,712
192
$20.3M 0.11%
317,424
+65,234
193
$20.3M 0.11%
143,283
+15,243
194
$20.1M 0.11%
107,346
+4,046
195
$20M 0.11%
398,140
+65,828
196
$19.8M 0.11%
166,535
+998
197
$19.8M 0.11%
79,749
+470
198
$19.7M 0.11%
300,966
+42,820
199
$19.6M 0.11%
602,537
+98,370
200
$19.5M 0.11%
55,355
+3,872
6 7
8
9 10