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
1676
$681K ﹤0.01%
+24,946
1677
$679K ﹤0.01%
86,882
+2,487
1678
$678K ﹤0.01%
24,945
+1,730
1679
$677K ﹤0.01%
1,615
-387
1680
$676K ﹤0.01%
21,353
-1,849
1681
$676K ﹤0.01%
6,803
-6,035
1682
$673K ﹤0.01%
17,671
+639
1683
$671K ﹤0.01%
12,619
+1,683
1684
$671K ﹤0.01%
+22,723
1685
$670K ﹤0.01%
1,346
+145
1686
$670K ﹤0.01%
17,685
-1,279
1687
$669K ﹤0.01%
+14,877
1688
$669K ﹤0.01%
+27,006
1689
$667K ﹤0.01%
+1,254
1690
$666K ﹤0.01%
19,544
+977
1691
$665K ﹤0.01%
18,594
-315
1692
$665K ﹤0.01%
7,462
+1,250
1693
$664K ﹤0.01%
6,079
+589
1694
$663K ﹤0.01%
3,686
-1,881
1695
$663K ﹤0.01%
21,212
+3,679
1696
$662K ﹤0.01%
32,562
-14
1697
$662K ﹤0.01%
118,022
+1,110
1698
$658K ﹤0.01%
+19,281
1699
$657K ﹤0.01%
7,342
-647
1700
$656K ﹤0.01%
5,530
-1,724
66 67
68
69 70