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
1476
$927K 0.01%
+37,504
1477
$926K 0.01%
2,230
-8
1478
$925K 0.01%
3,798
+149
1479
$924K 0.01%
60,518
+10,515
1480
$924K 0.01%
19,480
-101,300
1481
$924K 0.01%
42,954
-163
1482
$923K 0.01%
+28,033
1483
$923K 0.01%
35,064
-5,306
1484
$922K 0.01%
44,294
+2,246
1485
$921K 0.01%
37,780
+3,673
1486
$915K 0.01%
17,430
+9,825
1487
$914K 0.01%
61,271
+8,974
1488
$913K 0.01%
4,886
-105
1489
$913K 0.01%
34,050
-7,940
1490
$913K 0.01%
21,059
+714
1491
$911K ﹤0.01%
39,443
-53,576
1492
$908K ﹤0.01%
5,477
-192
1493
$906K ﹤0.01%
27,881
-1,853
1494
$904K ﹤0.01%
52,473
-17,974
1495
$903K ﹤0.01%
4,598
+1,651
1496
$902K ﹤0.01%
+29,000
1497
$902K ﹤0.01%
6,055
+270
1498
$901K ﹤0.01%
8,095
+1,311
1499
$901K ﹤0.01%
61,188
+4,429
1500
$901K ﹤0.01%
26,671
+1,352
58 59
60
61 62