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 4.36%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$184K ﹤0.01%
13,653
-18,694
2652
$182K ﹤0.01%
11,856
+623
2653
$182K ﹤0.01%
+69,185
2654
$181K ﹤0.01%
48,484
+23,484
2655
$181K ﹤0.01%
+15,432
2656
$181K ﹤0.01%
+2,126
2657
$180K ﹤0.01%
19,039
-2,124
2658
$179K ﹤0.01%
21,267
+9,253
2659
$179K ﹤0.01%
15,032
-3,247
2660
$178K ﹤0.01%
14,000
-42,484
2661
$177K ﹤0.01%
20,575
+5,613
2662
$177K ﹤0.01%
2,990
-312
2663
$176K ﹤0.01%
19,785
+5,083
2664
$176K ﹤0.01%
17,600
+7,450
2665
$174K ﹤0.01%
17,028
+1,109
2666
$174K ﹤0.01%
+14,044
2667
$174K ﹤0.01%
22,012
+158
2668
$174K ﹤0.01%
12,150
+1,975
2669
$173K ﹤0.01%
18,074
+30
2670
$171K ﹤0.01%
11,861
-69
2671
$170K ﹤0.01%
11,765
-1,904
2672
$168K ﹤0.01%
+24,018
2673
$168K ﹤0.01%
+13,841
2674
$168K ﹤0.01%
115,760
2675
$167K ﹤0.01%
13,574
+3,031
105 106
107
108 109