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
2101
$382K ﹤0.01%
9,095
-1,404
2102
$382K ﹤0.01%
20,441
+5,292
2103
$382K ﹤0.01%
28,021
-2,732
2104
$382K ﹤0.01%
6,361
+14
2105
$382K ﹤0.01%
8,763
-526
2106
$381K ﹤0.01%
4,100
+69
2107
$381K ﹤0.01%
2,412
+800
2108
$381K ﹤0.01%
26,480
-2,952
2109
$381K ﹤0.01%
+10,530
2110
$381K ﹤0.01%
13,492
-6,818
2111
$380K ﹤0.01%
14,959
-685
2112
$380K ﹤0.01%
15,637
-2,000
2113
$380K ﹤0.01%
25,114
+2,252
2114
$379K ﹤0.01%
10,002
-4,150
2115
$378K ﹤0.01%
17,338
+1,511
2116
$378K ﹤0.01%
3,884
-84
2117
$378K ﹤0.01%
11,148
+317
2118
$377K ﹤0.01%
10,844
-980
2119
$377K ﹤0.01%
5,257
-1,775
2120
$376K ﹤0.01%
56,326
-19,455
2121
$376K ﹤0.01%
2,284
+136
2122
$375K ﹤0.01%
20,564
+8,317
2123
$374K ﹤0.01%
1,252
+36
2124
$373K ﹤0.01%
7,575
+2,669
2125
$372K ﹤0.01%
+8,654
83 84
85
86 87