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
2151
$361K ﹤0.01%
4,883
+265
2152
$361K ﹤0.01%
+12,729
2153
$360K ﹤0.01%
7,731
-885
2154
$360K ﹤0.01%
+8,947
2155
$360K ﹤0.01%
22,274
-585
2156
$360K ﹤0.01%
9,615
-1,495
2157
$360K ﹤0.01%
32,603
-1,130
2158
$359K ﹤0.01%
2,688
+357
2159
$357K ﹤0.01%
17,325
+3,817
2160
$356K ﹤0.01%
30,116
-8,839
2161
$355K ﹤0.01%
10,369
-1,630
2162
$355K ﹤0.01%
22,981
+683
2163
$355K ﹤0.01%
8,221
-463
2164
$354K ﹤0.01%
6,808
+87
2165
$354K ﹤0.01%
4,349
-1,806
2166
$354K ﹤0.01%
42,951
-1,652
2167
$354K ﹤0.01%
14,547
+1,357
2168
$354K ﹤0.01%
52,024
-87
2169
$354K ﹤0.01%
+2,748
2170
$353K ﹤0.01%
12,095
-49,899
2171
$353K ﹤0.01%
15,279
-206
2172
$353K ﹤0.01%
21,971
+862
2173
$350K ﹤0.01%
18,311
+1,214
2174
$350K ﹤0.01%
1,832
-6
2175
$350K ﹤0.01%
9,014
85 86
87
88 89