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
1701
$652K ﹤0.01%
11,829
+3,884
1702
$652K ﹤0.01%
7,227
-4
1703
$650K ﹤0.01%
46,124
-785
1704
$648K ﹤0.01%
2,280
+151
1705
$646K ﹤0.01%
11,982
+686
1706
$646K ﹤0.01%
43,239
-650
1707
$645K ﹤0.01%
7,621
+1,187
1708
$642K ﹤0.01%
19,867
+8,675
1709
$641K ﹤0.01%
5,801
-2,000
1710
$640K ﹤0.01%
58,217
-11,617
1711
$640K ﹤0.01%
25,106
+1,996
1712
$639K ﹤0.01%
53,765
+4,370
1713
$638K ﹤0.01%
9,427
-59
1714
$636K ﹤0.01%
19,097
+4,093
1715
$636K ﹤0.01%
25,774
-3,829
1716
$635K ﹤0.01%
25,009
+1,266
1717
$634K ﹤0.01%
6,807
+2,346
1718
$633K ﹤0.01%
28,547
-1,115
1719
$633K ﹤0.01%
21,690
+799
1720
$633K ﹤0.01%
5,145
+777
1721
$632K ﹤0.01%
27,992
+11,438
1722
$630K ﹤0.01%
7,351
-1,762
1723
$629K ﹤0.01%
15,458
-1,824
1724
$628K ﹤0.01%
+4,449
1725
$628K ﹤0.01%
1,100
+350
67 68
69
70 71