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
1526
$870K ﹤0.01%
33,069
+8,377
1527
$869K ﹤0.01%
22,532
+426
1528
$868K ﹤0.01%
62,647
-48,328
1529
$865K ﹤0.01%
29,810
+530
1530
$863K ﹤0.01%
90,559
+11,812
1531
$862K ﹤0.01%
2,794
+147
1532
$862K ﹤0.01%
11,591
+1,662
1533
$861K ﹤0.01%
12,333
+8,033
1534
$860K ﹤0.01%
17,684
+675
1535
$859K ﹤0.01%
2,728
+202
1536
$856K ﹤0.01%
13,990
+807
1537
$855K ﹤0.01%
+20,840
1538
$855K ﹤0.01%
6,448
-1,378
1539
$854K ﹤0.01%
72,049
-5,676
1540
$853K ﹤0.01%
9,543
+2,647
1541
$851K ﹤0.01%
13,861
+1,266
1542
$849K ﹤0.01%
3,208
+547
1543
$849K ﹤0.01%
214,422
+88,290
1544
$847K ﹤0.01%
16,396
+932
1545
$847K ﹤0.01%
15,408
-6,243
1546
$846K ﹤0.01%
21,897
+1,556
1547
$846K ﹤0.01%
10,687
+841
1548
$844K ﹤0.01%
16,952
-5,001
1549
$842K ﹤0.01%
40,470
+3,976
1550
$841K ﹤0.01%
33,442
+2,696
60 61
62
63 64