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
2301
$292K ﹤0.01%
11,462
+348
2302
$292K ﹤0.01%
4,250
+868
2303
$292K ﹤0.01%
9,970
-1,257
2304
$291K ﹤0.01%
20,859
+5,798
2305
$290K ﹤0.01%
+361
2306
$289K ﹤0.01%
3,171
+124
2307
$289K ﹤0.01%
2,197
-48
2308
$289K ﹤0.01%
24,694
+2,275
2309
$289K ﹤0.01%
370
+81
2310
$288K ﹤0.01%
+8,292
2311
$287K ﹤0.01%
2,013
+275
2312
$286K ﹤0.01%
8,064
+702
2313
$286K ﹤0.01%
12,606
+1,019
2314
$285K ﹤0.01%
2,299
-601
2315
$285K ﹤0.01%
42,299
-766
2316
$285K ﹤0.01%
6,838
-23
2317
$284K ﹤0.01%
+3,524
2318
$284K ﹤0.01%
2,258
-790
2319
$284K ﹤0.01%
7,211
+532
2320
$284K ﹤0.01%
+13,853
2321
$284K ﹤0.01%
18,100
+578
2322
$283K ﹤0.01%
30,824
+1,871
2323
$283K ﹤0.01%
3,135
+156
2324
$282K ﹤0.01%
1,338
+96
2325
$281K ﹤0.01%
+16,125
91 92
93
94 95