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
2701
$146K ﹤0.01%
+17,895
2702
$146K ﹤0.01%
+13,150
2703
$144K ﹤0.01%
7,241
+8
2704
$144K ﹤0.01%
36,417
+16,503
2705
$141K ﹤0.01%
100,000
2706
$140K ﹤0.01%
+4,425
2707
$138K ﹤0.01%
12,996
+756
2708
$138K ﹤0.01%
11,728
-47,840
2709
$138K ﹤0.01%
+11,182
2710
$138K ﹤0.01%
11,605
+1,559
2711
$138K ﹤0.01%
+13,466
2712
$137K ﹤0.01%
56,756
+6,110
2713
$137K ﹤0.01%
3,569
-17,069
2714
$137K ﹤0.01%
+11,607
2715
$136K ﹤0.01%
11,131
-5,816
2716
$136K ﹤0.01%
+27,151
2717
$136K ﹤0.01%
58,310
-58,740
2718
$132K ﹤0.01%
25,000
2719
$131K ﹤0.01%
2,917
+363
2720
$130K ﹤0.01%
+15,298
2721
$129K ﹤0.01%
17,142
-835
2722
$129K ﹤0.01%
1,795
-463
2723
$127K ﹤0.01%
13,980
-3,397
2724
$125K ﹤0.01%
11,477
-1,823
2725
$123K ﹤0.01%
28,600
+6,776
107 108
109
110 111