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
2801
$49K ﹤0.01%
2,113
2802
$49K ﹤0.01%
+24,400
2803
$47K ﹤0.01%
14,600
+1,200
2804
$47K ﹤0.01%
15,763
-2,314
2805
$47K ﹤0.01%
12,130
2806
$46K ﹤0.01%
+22,371
2807
$44K ﹤0.01%
+409
2808
$44K ﹤0.01%
15,402
2809
$43K ﹤0.01%
14,017
-1,212
2810
$43K ﹤0.01%
1,350
-414
2811
$41K ﹤0.01%
1,209
-3
2812
$40K ﹤0.01%
+10,485
2813
$40K ﹤0.01%
10,296
-30,014
2814
$40K ﹤0.01%
+10,141
2815
$39K ﹤0.01%
+1,922
2816
$38K ﹤0.01%
+11,198
2817
$37K ﹤0.01%
21,350
-10,000
2818
$35K ﹤0.01%
+12,210
2819
$35K ﹤0.01%
20,000
2820
$35K ﹤0.01%
12,245
-515
2821
$34K ﹤0.01%
+14,000
2822
$33K ﹤0.01%
12,437
+438
2823
$33K ﹤0.01%
+627
2824
$32K ﹤0.01%
10,000
2825
$30K ﹤0.01%
10,000
-5,507
111 112
113
114 115