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
2076
$391K ﹤0.01%
+14,000
2077
$391K ﹤0.01%
+14,539
2078
$391K ﹤0.01%
3,186
+255
2079
$390K ﹤0.01%
15,806
-8,699
2080
$390K ﹤0.01%
5,860
+968
2081
$390K ﹤0.01%
18,235
+2,172
2082
$390K ﹤0.01%
+12,179
2083
$390K ﹤0.01%
1,223
-92
2084
$389K ﹤0.01%
+2,785
2085
$389K ﹤0.01%
4,002
-70
2086
$389K ﹤0.01%
7,331
-3,939
2087
$388K ﹤0.01%
18,339
+1,560
2088
$387K ﹤0.01%
27,785
+8,941
2089
$386K ﹤0.01%
4,647
-298
2090
$386K ﹤0.01%
5,384
+127
2091
$386K ﹤0.01%
14,817
+4,079
2092
$386K ﹤0.01%
1,688
-31
2093
$385K ﹤0.01%
12,814
+4,115
2094
$384K ﹤0.01%
11,764
+355
2095
$384K ﹤0.01%
55,803
+5,151
2096
$383K ﹤0.01%
9,604
+5
2097
$383K ﹤0.01%
+15,011
2098
$383K ﹤0.01%
31,172
-7,910
2099
$383K ﹤0.01%
611
-19
2100
$382K ﹤0.01%
+5,296
82 83
84
85 86