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
1551
$841K ﹤0.01%
29,861
+20,003
1552
$840K ﹤0.01%
53,098
+34,410
1553
$839K ﹤0.01%
56,366
+48
1554
$839K ﹤0.01%
16,684
+5,963
1555
$839K ﹤0.01%
17,363
+279
1556
$836K ﹤0.01%
13,514
+4,117
1557
$836K ﹤0.01%
33,390
-2,049
1558
$835K ﹤0.01%
64,414
-67
1559
$832K ﹤0.01%
35,510
-808
1560
$831K ﹤0.01%
25,994
+12,851
1561
$831K ﹤0.01%
45,235
-2,902
1562
$830K ﹤0.01%
67,075
+917
1563
$829K ﹤0.01%
3,178
+16
1564
$827K ﹤0.01%
6,770
-1,261
1565
$825K ﹤0.01%
54,538
-5,059
1566
$822K ﹤0.01%
45,377
+3,039
1567
$822K ﹤0.01%
14,653
-1,912
1568
$821K ﹤0.01%
6,214
-227
1569
$818K ﹤0.01%
1,801
+136
1570
$817K ﹤0.01%
15,733
-19,597
1571
$815K ﹤0.01%
26,390
+4,850
1572
$814K ﹤0.01%
17,444
+3,982
1573
$814K ﹤0.01%
26,514
+2,370
1574
$814K ﹤0.01%
6,779
-12,154
1575
$812K ﹤0.01%
+15,094
61 62
63
64 65