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
1601
$782K ﹤0.01%
220,238
-7,151
1602
$782K ﹤0.01%
27,007
+1,602
1603
$781K ﹤0.01%
29,737
+3,190
1604
$781K ﹤0.01%
14,724
-13,993
1605
$780K ﹤0.01%
13,580
+1,064
1606
$779K ﹤0.01%
53,082
-15,373
1607
$776K ﹤0.01%
16,347
+2,218
1608
$776K ﹤0.01%
15,111
+523
1609
$775K ﹤0.01%
22,087
-3,365
1610
$769K ﹤0.01%
34,084
-38,823
1611
$769K ﹤0.01%
10,977
+993
1612
$766K ﹤0.01%
57,440
+39,100
1613
$765K ﹤0.01%
4,331
-346
1614
$764K ﹤0.01%
28,216
+5,006
1615
$764K ﹤0.01%
23,552
+140
1616
$762K ﹤0.01%
16,203
-692
1617
$762K ﹤0.01%
84,119
+2,228
1618
$760K ﹤0.01%
43,733
-2,753
1619
$756K ﹤0.01%
+31,061
1620
$753K ﹤0.01%
12,773
+563
1621
$752K ﹤0.01%
1,219
-16
1622
$752K ﹤0.01%
4,821
+568
1623
$752K ﹤0.01%
62,588
+32,369
1624
$751K ﹤0.01%
11,038
+474
1625
$750K ﹤0.01%
79,318
+8,210
63 64
65
66 67