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
1926
$486K ﹤0.01%
31,202
+6,921
1927
$484K ﹤0.01%
21,381
-247
1928
$481K ﹤0.01%
2,783
-75
1929
$481K ﹤0.01%
4,139
1930
$481K ﹤0.01%
12,167
+5,975
1931
$481K ﹤0.01%
+27,957
1932
$481K ﹤0.01%
+17,678
1933
$479K ﹤0.01%
+15,476
1934
$478K ﹤0.01%
12,990
-983
1935
$478K ﹤0.01%
2,707
+402
1936
$477K ﹤0.01%
4,155
-22,524
1937
$477K ﹤0.01%
17,265
-63,968
1938
$477K ﹤0.01%
8,415
-135
1939
$476K ﹤0.01%
4,729
+1,175
1940
$476K ﹤0.01%
52,733
+1,491
1941
$476K ﹤0.01%
20,152
-5,283
1942
$475K ﹤0.01%
27,193
-37,155
1943
$471K ﹤0.01%
15,846
-2,349
1944
$471K ﹤0.01%
19,554
+1,487
1945
$467K ﹤0.01%
8,955
-509
1946
$467K ﹤0.01%
10,287
-500
1947
$465K ﹤0.01%
38,241
+5,727
1948
$464K ﹤0.01%
+16,626
1949
$464K ﹤0.01%
9,988
-2,417
1950
$463K ﹤0.01%
+6,669
76 77
78
79 80