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
1576
$811K ﹤0.01%
8,546
-8,508
1577
$810K ﹤0.01%
47,080
+2,315
1578
$809K ﹤0.01%
27,045
+13,088
1579
$809K ﹤0.01%
13,065
+463
1580
$807K ﹤0.01%
6,318
+720
1581
$807K ﹤0.01%
15,493
-1,884
1582
$807K ﹤0.01%
27,839
+4,530
1583
$805K ﹤0.01%
10,312
+923
1584
$805K ﹤0.01%
30,512
-2,681
1585
$802K ﹤0.01%
26,137
-524
1586
$801K ﹤0.01%
27,000
1587
$801K ﹤0.01%
46,836
-2,938
1588
$800K ﹤0.01%
27,843
+8,140
1589
$800K ﹤0.01%
59,581
+23,987
1590
$799K ﹤0.01%
12,504
+1,783
1591
$797K ﹤0.01%
18,844
+4,649
1592
$797K ﹤0.01%
30,092
+16,050
1593
$796K ﹤0.01%
38,655
+4,165
1594
$794K ﹤0.01%
10,407
+7,094
1595
$791K ﹤0.01%
52,505
+16,985
1596
$790K ﹤0.01%
49,169
+39,081
1597
$788K ﹤0.01%
+70,635
1598
$787K ﹤0.01%
20,574
+5,809
1599
$783K ﹤0.01%
34,780
+14,090
1600
$782K ﹤0.01%
30,046
+9,502
62 63
64
65 66