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
2276
$304K ﹤0.01%
+7,833
2277
$304K ﹤0.01%
21,490
2278
$303K ﹤0.01%
+6,476
2279
$302K ﹤0.01%
+2,628
2280
$301K ﹤0.01%
10,902
-584
2281
$301K ﹤0.01%
22,783
-2,000
2282
$301K ﹤0.01%
4,753
-344
2283
$300K ﹤0.01%
+22,970
2284
$300K ﹤0.01%
8,311
-1,374
2285
$300K ﹤0.01%
2,839
-1,364
2286
$299K ﹤0.01%
8,371
-44
2287
$299K ﹤0.01%
19,019
+356
2288
$298K ﹤0.01%
+10,858
2289
$298K ﹤0.01%
11,108
-270
2290
$297K ﹤0.01%
10,807
+324
2291
$296K ﹤0.01%
10,610
+838
2292
$296K ﹤0.01%
+9,589
2293
$296K ﹤0.01%
20,978
+881
2294
$296K ﹤0.01%
15,923
+2,966
2295
$295K ﹤0.01%
26,065
+431
2296
$293K ﹤0.01%
2,717
+124
2297
$293K ﹤0.01%
23,884
+21
2298
$293K ﹤0.01%
2,796
+1,000
2299
$293K ﹤0.01%
55,029
+500
2300
$292K ﹤0.01%
7,709
-287
90 91
92
93 94