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
2776
$86K ﹤0.01%
+11,100
2777
$86K ﹤0.01%
2,156
-434
2778
$86K ﹤0.01%
19,848
-20,984
2779
$83K ﹤0.01%
823
2780
$81K ﹤0.01%
+18,641
2781
$79K ﹤0.01%
+869
2782
$78K ﹤0.01%
2,093
+1,426
2783
$77K ﹤0.01%
+6,856
2784
$75K ﹤0.01%
+13,500
2785
$74K ﹤0.01%
20,000
2786
$72K ﹤0.01%
2,593
+400
2787
$69K ﹤0.01%
19,871
+150
2788
$66K ﹤0.01%
+3,622
2789
$66K ﹤0.01%
13,075
-30,812
2790
$66K ﹤0.01%
15,148
-9,609
2791
$63K ﹤0.01%
23,087
+4,826
2792
$63K ﹤0.01%
+12,665
2793
$63K ﹤0.01%
27,100
+2,600
2794
$61K ﹤0.01%
15,804
+1,685
2795
$59K ﹤0.01%
16,164
-17,814
2796
$57K ﹤0.01%
4,127
+47
2797
$56K ﹤0.01%
11,499
-1,250
2798
$55K ﹤0.01%
841
+143
2799
$53K ﹤0.01%
178
+41
2800
$50K ﹤0.01%
929
+4
110 111
112
113 114