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
2476
$234K ﹤0.01%
6,103
+1
2477
$234K ﹤0.01%
5,077
-445
2478
$234K ﹤0.01%
96
2479
$234K ﹤0.01%
397
+41
2480
$233K ﹤0.01%
+8,716
2481
$232K ﹤0.01%
+8,055
2482
$232K ﹤0.01%
+4,443
2483
$232K ﹤0.01%
+9,954
2484
$231K ﹤0.01%
+5,437
2485
$231K ﹤0.01%
+6,094
2486
$231K ﹤0.01%
14,457
-810
2487
$231K ﹤0.01%
+16,720
2488
$230K ﹤0.01%
25,556
+7,390
2489
$230K ﹤0.01%
+4,176
2490
$230K ﹤0.01%
7,367
-2,262
2491
$230K ﹤0.01%
8,500
+900
2492
$230K ﹤0.01%
3,137
-3
2493
$229K ﹤0.01%
+3,567
2494
$229K ﹤0.01%
8,565
2495
$229K ﹤0.01%
+1,279
2496
$229K ﹤0.01%
3,245
-527
2497
$229K ﹤0.01%
1,263
-1,122
2498
$228K ﹤0.01%
17,596
+20
2499
$228K ﹤0.01%
+3,049
2500
$228K ﹤0.01%
+2,809
98 99
100
101 102