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
2951
– –
-22,282
2952
– –
-5,597
2953
– –
-2,759
2954
– –
-14,289
2955
– –
-5,574
2956
– –
-20,898
2957
– –
-35,300
2958
– –
-39,980
2959
– –
-10,097
2960
– –
-6,700
2961
– –
-23,250
2962
– –
-894
2963
– –
-15,675
2964
– –
-3,518
2965
– –
-32,000
2966
– –
-3,194
2967
– –
-11,108
2968
– –
-4,315
2969
– –
-11,478
2970
– –
-13,755
2971
– –
-22,600
2972
– –
-193
2973
– –
-12,666
2974
– –
-12,371
2975
– –
-696,350
117 118
119
120 121