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
1726
$626K ﹤0.01%
8,439
+101
1727
$626K ﹤0.01%
65,021
+51,913
1728
$624K ﹤0.01%
14,673
-246
1729
$622K ﹤0.01%
17,593
-966
1730
$621K ﹤0.01%
14,409
+3,250
1731
$621K ﹤0.01%
+15,424
1732
$621K ﹤0.01%
12,289
+651
1733
$620K ﹤0.01%
60,192
-7,759
1734
$620K ﹤0.01%
18,539
+1,921
1735
$619K ﹤0.01%
6,944
+1,224
1736
$617K ﹤0.01%
5,223
-530
1737
$617K ﹤0.01%
8,353
-15
1738
$616K ﹤0.01%
16,338
+2,548
1739
$616K ﹤0.01%
4,396
-17,605
1740
$616K ﹤0.01%
23,666
1741
$615K ﹤0.01%
35,023
+2,714
1742
$615K ﹤0.01%
41,170
-8,356
1743
$615K ﹤0.01%
14,756
+4,288
1744
$614K ﹤0.01%
17,865
+681
1745
$613K ﹤0.01%
6,002
+3,457
1746
$613K ﹤0.01%
46,486
+2,152
1747
$613K ﹤0.01%
18,166
+3,706
1748
$613K ﹤0.01%
4,947
-60
1749
$612K ﹤0.01%
2,932
-755
1750
$612K ﹤0.01%
8,647
+4,652
68 69
70
71 72