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
201
$19.4M 0.11%
366,654
-106,606
202
$19.4M 0.11%
12,254,268
+188
203
$19.1M 0.1%
1,563,005
+112,886
204
$19.1M 0.1%
126,681
-1,278
205
$18.9M 0.1%
738,626
-396,040
206
$18.6M 0.1%
514,375
+138,587
207
$18.5M 0.1%
523,293
+141,860
208
$18.4M 0.1%
190,736
+21,757
209
$18.3M 0.1%
135,644
+31,597
210
$18.2M 0.1%
314,177
+75,749
211
$18.2M 0.1%
69,714
+41,390
212
$18.1M 0.1%
1,106,042
+18,782
213
$18.1M 0.1%
170,849
-2,094
214
$18.1M 0.1%
135,890
+2,133
215
$17.7M 0.1%
942,716
+154,456
216
$17.7M 0.1%
105,365
-14,951
217
$17.7M 0.1%
228,805
+18,028
218
$17.5M 0.1%
251,602
+59,693
219
$17.2M 0.09%
707,959
+352,251
220
$17.2M 0.09%
82,889
-10,939
221
$17.1M 0.09%
180,050
+11,628
222
$17.1M 0.09%
154,374
-27,506
223
$17M 0.09%
322,808
-10,905
224
$16.8M 0.09%
329,153
-109,961
225
$16.5M 0.09%
103,529
+38,528
7 8
9
10 11