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
2501
$228K ﹤0.01%
8,869
+238
2502
$227K ﹤0.01%
26,865
+12,388
2503
$227K ﹤0.01%
2,084
2504
$227K ﹤0.01%
+8,017
2505
$227K ﹤0.01%
+3,732
2506
$226K ﹤0.01%
+2,524
2507
$226K ﹤0.01%
4,583
-3,550
2508
$226K ﹤0.01%
3,750
-531
2509
$226K ﹤0.01%
3,475
+31
2510
$225K ﹤0.01%
3,399
-1,133
2511
$225K ﹤0.01%
+8,400
2512
$225K ﹤0.01%
6,943
-170
2513
$225K ﹤0.01%
1,605
+108
2514
$225K ﹤0.01%
4,372
-855
2515
$225K ﹤0.01%
88,370
+5,650
2516
$224K ﹤0.01%
+8,695
2517
$224K ﹤0.01%
+4,724
2518
$224K ﹤0.01%
+4,496
2519
$223K ﹤0.01%
+7,094
2520
$223K ﹤0.01%
+2,083
2521
$223K ﹤0.01%
5,686
-249
2522
$223K ﹤0.01%
+3,988
2523
$223K ﹤0.01%
+8,460
2524
$222K ﹤0.01%
+8,346
2525
$222K ﹤0.01%
49,743
-4,448
99 100
101
102 103