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
2601
$205K ﹤0.01%
2,850
-207
2602
$205K ﹤0.01%
7,058
-24
2603
$205K ﹤0.01%
+6,516
2604
$205K ﹤0.01%
6,767
-183
2605
$205K ﹤0.01%
+2,171
2606
$205K ﹤0.01%
3,838
-319
2607
$204K ﹤0.01%
13,427
+24
2608
$203K ﹤0.01%
+822
2609
$203K ﹤0.01%
2,182
-1,883
2610
$203K ﹤0.01%
7,562
+613
2611
$203K ﹤0.01%
2,093
-339
2612
$203K ﹤0.01%
+16,429
2613
$203K ﹤0.01%
10,272
2614
$202K ﹤0.01%
+2,380
2615
$202K ﹤0.01%
16,480
-3,400
2616
$202K ﹤0.01%
+4,342
2617
$202K ﹤0.01%
+4,506
2618
$202K ﹤0.01%
+7,979
2619
$201K ﹤0.01%
4,998
-328
2620
$201K ﹤0.01%
+4,113
2621
$201K ﹤0.01%
+8,352
2622
$201K ﹤0.01%
13,632
2623
$201K ﹤0.01%
15,263
+326
2624
$200K ﹤0.01%
9,759
-185
2625
$200K ﹤0.01%
4,408
-36,272
103 104
105
106 107