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
1976
$448K ﹤0.01%
16,741
-9,952
1977
$447K ﹤0.01%
+12,534
1978
$446K ﹤0.01%
4,378
-506
1979
$446K ﹤0.01%
11,600
-4
1980
$445K ﹤0.01%
10,902
+1,782
1981
$445K ﹤0.01%
13,807
-383
1982
$445K ﹤0.01%
+17,491
1983
$445K ﹤0.01%
5,544
+2,001
1984
$444K ﹤0.01%
54,996
-4,930
1985
$443K ﹤0.01%
+9,123
1986
$443K ﹤0.01%
8,103
+1
1987
$443K ﹤0.01%
45,371
+262
1988
$440K ﹤0.01%
1,801
-480
1989
$440K ﹤0.01%
17,837
+7,534
1990
$440K ﹤0.01%
+7,678
1991
$439K ﹤0.01%
25,232
+4
1992
$439K ﹤0.01%
16,165
+475
1993
$438K ﹤0.01%
3,388
+1,007
1994
$438K ﹤0.01%
12,448
-1,000
1995
$438K ﹤0.01%
6,489
-1,890
1996
$437K ﹤0.01%
18,558
-880
1997
$436K ﹤0.01%
34,806
1998
$435K ﹤0.01%
7,978
+1,765
1999
$434K ﹤0.01%
+28,168
2000
$432K ﹤0.01%
8,840
-1,059
78 79
80
81 82