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
2626
$200K ﹤0.01%
+7,023
2627
$199K ﹤0.01%
11,302
-600
2628
$199K ﹤0.01%
12,195
+151
2629
$199K ﹤0.01%
32,951
+22,185
2630
$197K ﹤0.01%
6,571
+85
2631
$197K ﹤0.01%
11,845
-20
2632
$197K ﹤0.01%
+13,123
2633
$196K ﹤0.01%
18,392
+733
2634
$195K ﹤0.01%
14,406
+4,249
2635
$194K ﹤0.01%
+11,533
2636
$194K ﹤0.01%
10,251
+170
2637
$193K ﹤0.01%
18,754
+1,883
2638
$192K ﹤0.01%
28,186
+7,797
2639
$191K ﹤0.01%
14,703
+165
2640
$191K ﹤0.01%
18,195
+3,195
2641
$189K ﹤0.01%
+14,088
2642
$189K ﹤0.01%
+36,025
2643
$188K ﹤0.01%
19,689
+48
2644
$187K ﹤0.01%
12,873
-811
2645
$186K ﹤0.01%
26,662
+2,895
2646
$186K ﹤0.01%
15,179
-747
2647
$186K ﹤0.01%
13,580
-120
2648
$186K ﹤0.01%
11,326
+1,317
2649
$186K ﹤0.01%
+913
2650
$185K ﹤0.01%
+760
104 105
106
107 108