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
2126
$372K ﹤0.01%
7,091
-12
2127
$371K ﹤0.01%
13,856
2128
$371K ﹤0.01%
+11,379
2129
$370K ﹤0.01%
14,700
-30,073
2130
$370K ﹤0.01%
4,479
+1,275
2131
$370K ﹤0.01%
4,966
+1,580
2132
$369K ﹤0.01%
17,678
+4,758
2133
$369K ﹤0.01%
4,718
-100
2134
$369K ﹤0.01%
18,245
-2,941
2135
$368K ﹤0.01%
9,096
-21
2136
$368K ﹤0.01%
+11,167
2137
$367K ﹤0.01%
+14,592
2138
$367K ﹤0.01%
32,308
+77
2139
$366K ﹤0.01%
3,816
+112
2140
$366K ﹤0.01%
+15,216
2141
$366K ﹤0.01%
21,721
-5,312
2142
$364K ﹤0.01%
24,063
-105
2143
$363K ﹤0.01%
3,346
+1,105
2144
$363K ﹤0.01%
+10,804
2145
$363K ﹤0.01%
5,938
+612
2146
$363K ﹤0.01%
34,919
2147
$362K ﹤0.01%
4,161
+682
2148
$362K ﹤0.01%
1,864
-267
2149
$362K ﹤0.01%
3,854
+62
2150
$361K ﹤0.01%
4,605
+775
84 85
86
87 88