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
2576
$210K ﹤0.01%
+6,412
2577
$210K ﹤0.01%
+4,031
2578
$210K ﹤0.01%
12,656
-1,447
2579
$209K ﹤0.01%
+4,655
2580
$209K ﹤0.01%
13,717
+1,777
2581
$208K ﹤0.01%
+6,052
2582
$208K ﹤0.01%
240
-100
2583
$208K ﹤0.01%
+6,487
2584
$208K ﹤0.01%
10,142
-2,241
2585
$208K ﹤0.01%
14,540
+160
2586
$207K ﹤0.01%
33,964
+16,971
2587
$207K ﹤0.01%
+7,694
2588
$207K ﹤0.01%
1,547
+375
2589
$207K ﹤0.01%
+6,242
2590
$207K ﹤0.01%
+7,261
2591
$207K ﹤0.01%
+2,161
2592
$207K ﹤0.01%
+5,014
2593
$207K ﹤0.01%
14,001
+921
2594
$206K ﹤0.01%
29,817
-24,265
2595
$206K ﹤0.01%
688
-29
2596
$206K ﹤0.01%
8,098
-2,077
2597
$206K ﹤0.01%
5,167
-2,134
2598
$205K ﹤0.01%
+4,680
2599
$205K ﹤0.01%
+4,334
2600
$205K ﹤0.01%
+2,992
102 103
104
105 106