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
2726
$122K ﹤0.01%
+10,324
2727
$121K ﹤0.01%
10,122
-1,165
2728
$121K ﹤0.01%
+33
2729
$120K ﹤0.01%
+12,310
2730
$120K ﹤0.01%
18,557
+4
2731
$118K ﹤0.01%
+12,500
2732
$118K ﹤0.01%
+25,204
2733
$117K ﹤0.01%
50,550
+475
2734
$116K ﹤0.01%
+11,325
2735
$114K ﹤0.01%
4,414
-34,050
2736
$114K ﹤0.01%
11,230
+13
2737
$113K ﹤0.01%
11,851
-127
2738
$112K ﹤0.01%
1,539
2739
$112K ﹤0.01%
10,213
-62
2740
$112K ﹤0.01%
1,920
-38
2741
$111K ﹤0.01%
+27
2742
$110K ﹤0.01%
8
-4
2743
$109K ﹤0.01%
+12,500
2744
$108K ﹤0.01%
+12,900
2745
$108K ﹤0.01%
20,100
2746
$107K ﹤0.01%
+11,000
2747
$106K ﹤0.01%
467
+60
2748
$105K ﹤0.01%
339
-84
2749
– –
0
2750
$104K ﹤0.01%
+32,064
108 109
110
111 112