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
2526
$222K ﹤0.01%
4,780
-1,269
2527
$222K ﹤0.01%
+1,648
2528
$222K ﹤0.01%
13,852
2529
$222K ﹤0.01%
+15,490
2530
$222K ﹤0.01%
2,227
+82
2531
$221K ﹤0.01%
2,490
-213
2532
$221K ﹤0.01%
11,682
+211
2533
$220K ﹤0.01%
3,474
-617
2534
$220K ﹤0.01%
3,145
-2,024
2535
$219K ﹤0.01%
+6,172
2536
$219K ﹤0.01%
+3,307
2537
$219K ﹤0.01%
1,970
-151
2538
$219K ﹤0.01%
3,765
2539
$218K ﹤0.01%
6,879
-2,088
2540
$217K ﹤0.01%
4,585
-7,267
2541
$217K ﹤0.01%
5,441
-253
2542
$217K ﹤0.01%
12,711
-9,091
2543
$216K ﹤0.01%
8,022
+35
2544
$216K ﹤0.01%
+7,194
2545
$216K ﹤0.01%
17,477
2546
$216K ﹤0.01%
2,120
-1,325
2547
$216K ﹤0.01%
+6,150
2548
$216K ﹤0.01%
12,965
+2,745
2549
$215K ﹤0.01%
14,499
+513
2550
$215K ﹤0.01%
12,143
-69
100 101
102
103 104