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 4.36%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2901
– –
-12,400
2902
– –
-3,475
2903
– –
-13,282
2904
– –
-12,971
2905
– –
-6,231
2906
– –
-52,244
2907
– –
-10,804
2908
– –
-31,179
2909
– –
-12,462
2910
– –
-9,682
2911
– –
-8,591
2912
– –
-13,500
2913
– –
-6,090
2914
– –
-25,864
2915
– –
-7,132
2916
– –
-10,909
2917
– –
-1,872
2918
– –
-277
2919
– –
-6,049
2920
– –
-154,213
2921
– –
-1,795
2922
– –
-47,390
2923
– –
-8,752
2924
– –
-5,295
2925
– –
-10,006
115 116
117
118 119