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 4.73%
4 Healthcare 4.36%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$335K ﹤0.01%
18,001
+2,318
2202
$335K ﹤0.01%
2,487
+173
2203
$334K ﹤0.01%
4,078
+169
2204
$334K ﹤0.01%
14,426
-887
2205
$333K ﹤0.01%
3,831
+136
2206
$332K ﹤0.01%
3,738
+211
2207
$332K ﹤0.01%
9,770
-288
2208
$332K ﹤0.01%
684
+23
2209
$332K ﹤0.01%
1,946
+613
2210
$332K ﹤0.01%
6,600
+1,002
2211
$331K ﹤0.01%
10,582
-3,264
2212
$331K ﹤0.01%
7,484
-31,426
2213
$330K ﹤0.01%
10,303
-351
2214
$328K ﹤0.01%
3,661
+1,556
2215
$328K ﹤0.01%
+8,715
2216
$327K ﹤0.01%
9,148
+58
2217
$327K ﹤0.01%
10,527
-463
2218
$327K ﹤0.01%
130,132
-6,136
2219
$326K ﹤0.01%
1,313
+510
2220
$326K ﹤0.01%
14,165
+1,315
2221
$325K ﹤0.01%
12,137
-2,515
2222
$325K ﹤0.01%
1,326
-9
2223
$325K ﹤0.01%
+6,810
2224
$325K ﹤0.01%
+8,626
2225
$325K ﹤0.01%
2,943
+1
87 88
89
90 91