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
2351
$271K ﹤0.01%
5,735
-225
2352
$270K ﹤0.01%
7,043
+2
2353
$270K ﹤0.01%
30,470
-13,554
2354
$270K ﹤0.01%
13,573
-36,731
2355
$268K ﹤0.01%
4,021
-1
2356
$268K ﹤0.01%
10,802
-1,153
2357
$268K ﹤0.01%
13,146
-4,956
2358
$268K ﹤0.01%
+4,880
2359
$268K ﹤0.01%
+5,265
2360
$268K ﹤0.01%
+8,936
2361
$268K ﹤0.01%
+6,783
2362
$267K ﹤0.01%
20,233
+2,278
2363
$267K ﹤0.01%
8,016
-72,973
2364
$267K ﹤0.01%
10,355
+50
2365
$267K ﹤0.01%
22,069
-5,043
2366
$266K ﹤0.01%
7,244
-883
2367
$266K ﹤0.01%
17,465
+875
2368
$266K ﹤0.01%
13,588
-7,557
2369
$266K ﹤0.01%
11,765
+845
2370
$265K ﹤0.01%
3,313
-513
2371
$265K ﹤0.01%
7,853
2372
$265K ﹤0.01%
28,972
+9,655
2373
$265K ﹤0.01%
20,954
-6,792
2374
$264K ﹤0.01%
6,400
-650
2375
$264K ﹤0.01%
3,622
+534
93 94
95
96 97