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
2051
$403K ﹤0.01%
52,259
-958
2052
$403K ﹤0.01%
29,950
+1,275
2053
$403K ﹤0.01%
5,552
+853
2054
$403K ﹤0.01%
27,233
+2,722
2055
$402K ﹤0.01%
6,221
-21,090
2056
$402K ﹤0.01%
+2,169
2057
$402K ﹤0.01%
5,091
2058
$402K ﹤0.01%
29,802
2059
$402K ﹤0.01%
29,265
-1,179
2060
$402K ﹤0.01%
+33,250
2061
$402K ﹤0.01%
7,132
+1,518
2062
$400K ﹤0.01%
2,435
+272
2063
$400K ﹤0.01%
6,878
+631
2064
$400K ﹤0.01%
+8,936
2065
$400K ﹤0.01%
+19,495
2066
$398K ﹤0.01%
+15,088
2067
$398K ﹤0.01%
71,939
-480
2068
$396K ﹤0.01%
12,184
+4,017
2069
$396K ﹤0.01%
2,920
+200
2070
$395K ﹤0.01%
3,545
-49
2071
$393K ﹤0.01%
12,774
-1,534
2072
$393K ﹤0.01%
38,500
+5,153
2073
$393K ﹤0.01%
40,003
-10,500
2074
$393K ﹤0.01%
11,085
-266
2075
$392K ﹤0.01%
3,518
-2,608
81 82
83
84 85