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
3001
– –
-1,239
3002
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-9,896
3003
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-432,159
3004
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-10,703
3005
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-16,209
3006
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-14,576
3007
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-65,228
3008
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-15,822
3009
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-9,225
3010
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-10,507
3011
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-12,134
3012
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-226,265
3013
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-1,748
3014
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-8,204
3015
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-51,635
3016
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-17,373
3017
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-10,418
3018
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-12,110
3019
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-6,845
3020
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-5,014
3021
– –
-10,650
3022
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-13,185
3023
– –
-1,481
3024
– –
-10,000
3025
– –
-10,174
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