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
2676
$166K ﹤0.01%
11,673
+24
2677
$166K ﹤0.01%
12,879
+333
2678
$166K ﹤0.01%
12,643
2679
$166K ﹤0.01%
21,180
+9,896
2680
$166K ﹤0.01%
+13,409
2681
$166K ﹤0.01%
41,204
-389
2682
$165K ﹤0.01%
1,479
-250
2683
$165K ﹤0.01%
12,614
2684
$164K ﹤0.01%
10,800
2685
$163K ﹤0.01%
19,553
+6,483
2686
$162K ﹤0.01%
5,468
+683
2687
$161K ﹤0.01%
16,023
+4,709
2688
$161K ﹤0.01%
17,067
+2,168
2689
$160K ﹤0.01%
17,643
-140
2690
$158K ﹤0.01%
+33
2691
$157K ﹤0.01%
+27,706
2692
$156K ﹤0.01%
18,530
-2,696
2693
$156K ﹤0.01%
12,992
-26,560
2694
$153K ﹤0.01%
31,994
-4,293
2695
$150K ﹤0.01%
14,293
-3,184
2696
$149K ﹤0.01%
10,853
-1,840
2697
$149K ﹤0.01%
19,500
+1,000
2698
$149K ﹤0.01%
+10,111
2699
$148K ﹤0.01%
+15,814
2700
$147K ﹤0.01%
10,804
-65
106 107
108
109 110