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
2251
$314K ﹤0.01%
1,009
+114
2252
$314K ﹤0.01%
+12,324
2253
$313K ﹤0.01%
4,144
+307
2254
$313K ﹤0.01%
+13,290
2255
$313K ﹤0.01%
+8,549
2256
$312K ﹤0.01%
2,598
-1,001
2257
$311K ﹤0.01%
7,476
+1,350
2258
$311K ﹤0.01%
6,759
+834
2259
$311K ﹤0.01%
21,214
-3,466
2260
$311K ﹤0.01%
2,809
+349
2261
$311K ﹤0.01%
17,792
+7,011
2262
$311K ﹤0.01%
+11,215
2263
$310K ﹤0.01%
10,829
-414
2264
$310K ﹤0.01%
+3,609
2265
$309K ﹤0.01%
4,087
+46
2266
$309K ﹤0.01%
7,160
+558
2267
$309K ﹤0.01%
7,130
-18
2268
$309K ﹤0.01%
18,569
+1,139
2269
$308K ﹤0.01%
4,785
+389
2270
$307K ﹤0.01%
42,764
-10,661
2271
$306K ﹤0.01%
7,963
-72
2272
$306K ﹤0.01%
+7,565
2273
$305K ﹤0.01%
10,315
+972
2274
$305K ﹤0.01%
3,359
+662
2275
$304K ﹤0.01%
4,558
+264
89 90
91
92 93