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
1951
$462K ﹤0.01%
33,558
+3,948
1952
$462K ﹤0.01%
292,621
-34,685
1953
$462K ﹤0.01%
17,522
+3,854
1954
$462K ﹤0.01%
15,570
-3,022
1955
$461K ﹤0.01%
15,646
+8,334
1956
$460K ﹤0.01%
25,911
+971
1957
$459K ﹤0.01%
4,843
+1,389
1958
$459K ﹤0.01%
3,061
+37
1959
$458K ﹤0.01%
9,501
-725
1960
$458K ﹤0.01%
5,638
+601
1961
$457K ﹤0.01%
15,849
-3,598
1962
$455K ﹤0.01%
38,323
-1,295
1963
$455K ﹤0.01%
13,604
+2,736
1964
$453K ﹤0.01%
+6,670
1965
$452K ﹤0.01%
13,568
+1,653
1966
$452K ﹤0.01%
5,461
-385
1967
$452K ﹤0.01%
43,746
-4,424
1968
$452K ﹤0.01%
20,261
-30,500
1969
$451K ﹤0.01%
16,861
+2,384
1970
$451K ﹤0.01%
22,621
+765
1971
$450K ﹤0.01%
33,576
+3,420
1972
$450K ﹤0.01%
11,232
-517
1973
$450K ﹤0.01%
11,858
-2,449
1974
$450K ﹤0.01%
31,838
+1,168
1975
$448K ﹤0.01%
24,128
+5,652
77 78
79
80 81