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
1501
$900K ﹤0.01%
87,592
+38,681
1502
$900K ﹤0.01%
18,679
+453
1503
$899K ﹤0.01%
5,709
+953
1504
$897K ﹤0.01%
7,954
-1,166
1505
$895K ﹤0.01%
12,389
-542
1506
$895K ﹤0.01%
43,934
-3,577
1507
$894K ﹤0.01%
19,832
+466
1508
$893K ﹤0.01%
16,187
+1,649
1509
$893K ﹤0.01%
6,803
+4,018
1510
$891K ﹤0.01%
43,783
-2,459
1511
$890K ﹤0.01%
24,695
1512
$889K ﹤0.01%
35,494
+3,889
1513
$888K ﹤0.01%
19,783
+1,520
1514
$886K ﹤0.01%
39,999
-52,127
1515
$884K ﹤0.01%
59,266
+45,584
1516
$881K ﹤0.01%
+30,246
1517
$881K ﹤0.01%
14,410
+1,466
1518
$879K ﹤0.01%
37,428
-4,758
1519
$876K ﹤0.01%
1,904
+43
1520
$876K ﹤0.01%
43,367
+3,487
1521
$875K ﹤0.01%
13,993
+6,734
1522
$875K ﹤0.01%
+8,747
1523
$874K ﹤0.01%
55,522
+765
1524
$873K ﹤0.01%
69,155
+5,557
1525
$873K ﹤0.01%
9,085
-526
59 60
61
62 63