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
1626
$750K ﹤0.01%
42,131
+3,059
1627
$749K ﹤0.01%
17,357
-7,456
1628
$746K ﹤0.01%
27,488
-10,108
1629
$746K ﹤0.01%
17,151
+1,643
1630
$746K ﹤0.01%
1,963
-82
1631
$745K ﹤0.01%
+23,694
1632
$743K ﹤0.01%
13,592
+3,715
1633
$742K ﹤0.01%
28,852
-669
1634
$741K ﹤0.01%
5,850
+185
1635
$741K ﹤0.01%
9,559
-675
1636
$741K ﹤0.01%
55,552
+39,046
1637
$737K ﹤0.01%
7,472
+2,998
1638
$733K ﹤0.01%
82,905
+2,600
1639
$732K ﹤0.01%
9,258
+3,044
1640
$731K ﹤0.01%
40,260
-31,598
1641
$728K ﹤0.01%
88,026
-6,806
1642
$727K ﹤0.01%
7,799
+3,833
1643
$727K ﹤0.01%
+20,432
1644
$725K ﹤0.01%
9,598
+4,154
1645
$725K ﹤0.01%
+13,173
1646
$724K ﹤0.01%
7,819
+3,747
1647
$722K ﹤0.01%
20,340
-1,262
1648
$722K ﹤0.01%
39,441
+14,154
1649
$722K ﹤0.01%
12,156
+5,893
1650
$721K ﹤0.01%
30,105
-550
64 65
66
67 68