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
1651
$719K ﹤0.01%
12,967
-33,177
1652
$718K ﹤0.01%
17,270
-105
1653
$718K ﹤0.01%
10,253
+1,466
1654
$716K ﹤0.01%
23,572
-1,000
1655
$715K ﹤0.01%
14,272
+5,281
1656
$713K ﹤0.01%
15,780
+184
1657
$709K ﹤0.01%
27,001
-912
1658
$708K ﹤0.01%
13,726
+9,189
1659
$699K ﹤0.01%
26,226
-11,582
1660
$699K ﹤0.01%
20,207
-2,796
1661
$698K ﹤0.01%
10,500
+2,180
1662
$696K ﹤0.01%
7,891
+331
1663
$690K ﹤0.01%
13,195
-5,238
1664
$690K ﹤0.01%
16,452
+546
1665
$688K ﹤0.01%
10,256
-28
1666
$688K ﹤0.01%
943
+30
1667
$687K ﹤0.01%
49,786
+18,464
1668
$685K ﹤0.01%
20,778
+7,730
1669
$685K ﹤0.01%
7,504
+492
1670
$684K ﹤0.01%
71,205
+11,555
1671
$684K ﹤0.01%
22,567
+11,172
1672
$683K ﹤0.01%
599
+7
1673
$681K ﹤0.01%
10,638
+1,154
1674
$681K ﹤0.01%
51,383
-1,531
1675
$681K ﹤0.01%
8,941
-205
65 66
67
68 69