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
2826
$30K ﹤0.01%
10,000
2827
$29K ﹤0.01%
4
+1
2828
$27K ﹤0.01%
68
2829
$26K ﹤0.01%
14,400
+4,400
2830
$26K ﹤0.01%
+30,765
2831
$26K ﹤0.01%
1,157
2832
$25K ﹤0.01%
14,000
+1,000
2833
$24K ﹤0.01%
21,975
-1,000
2834
$22K ﹤0.01%
14,319
2835
$22K ﹤0.01%
15,499
-76
2836
$21K ﹤0.01%
7,625
+4,462
2837
$21K ﹤0.01%
13,785
2838
$20K ﹤0.01%
+12,000
2839
$19K ﹤0.01%
287
-25
2840
$17K ﹤0.01%
+226
2841
$17K ﹤0.01%
+23
2842
$17K ﹤0.01%
17,210
+500
2843
$15K ﹤0.01%
13,559
2844
$15K ﹤0.01%
+10,550
2845
$15K ﹤0.01%
+8
2846
$14K ﹤0.01%
510
2847
$11K ﹤0.01%
29
2848
$10K ﹤0.01%
15,100
+5,100
2849
$8K ﹤0.01%
6
2850
$4K ﹤0.01%
+40,026
112 113
114
115 116