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
2751
$103K ﹤0.01%
+10,511
2752
$101K ﹤0.01%
9,759
+1,045
2753
$101K ﹤0.01%
11,500
2754
$100K ﹤0.01%
10,626
+570
2755
$99K ﹤0.01%
+10,425
2756
$99K ﹤0.01%
60,000
2757
$99K ﹤0.01%
10,689
+27
2758
$99K ﹤0.01%
+10,627
2759
$98K ﹤0.01%
17,241
+1,227
2760
$95K ﹤0.01%
14,400
2761
$95K ﹤0.01%
19,038
+8,290
2762
$94K ﹤0.01%
+12,194
2763
$94K ﹤0.01%
11,057
-1,352
2764
$93K ﹤0.01%
1,792
+547
2765
$92K ﹤0.01%
40,000
-17,220
2766
$92K ﹤0.01%
23,168
+3,720
2767
$92K ﹤0.01%
11,085
-3
2768
$91K ﹤0.01%
11,358
-3,937
2769
$89K ﹤0.01%
+14,063
2770
$88K ﹤0.01%
11,221
+721
2771
$88K ﹤0.01%
2,793
+68
2772
$87K ﹤0.01%
10,110
2773
$87K ﹤0.01%
+16,255
2774
$87K ﹤0.01%
+195
2775
$86K ﹤0.01%
+16,400
109 110
111
112 113