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
1751
$612K ﹤0.01%
+30,809
1752
$612K ﹤0.01%
16,300
1753
$611K ﹤0.01%
36,073
-10,177
1754
$610K ﹤0.01%
11,418
+6,199
1755
$609K ﹤0.01%
3,169
1756
$608K ﹤0.01%
11,321
+1,105
1757
$608K ﹤0.01%
2,099
-199
1758
$607K ﹤0.01%
59,518
-6,909
1759
$606K ﹤0.01%
14,224
+2,026
1760
$606K ﹤0.01%
25,265
+199
1761
$606K ﹤0.01%
4,613
+2,053
1762
$605K ﹤0.01%
2,635
+397
1763
$604K ﹤0.01%
32,745
+4,120
1764
$603K ﹤0.01%
43,851
+33,432
1765
$603K ﹤0.01%
34,751
-6,994
1766
$602K ﹤0.01%
28,507
-1,005
1767
$601K ﹤0.01%
14,685
-295
1768
$600K ﹤0.01%
63,197
-1,278
1769
$599K ﹤0.01%
11,668
+585
1770
$599K ﹤0.01%
19,533
-2,135
1771
$597K ﹤0.01%
18,439
-12,120
1772
$595K ﹤0.01%
21,550
+6,880
1773
$594K ﹤0.01%
11,979
+2,229
1774
$594K ﹤0.01%
11,998
+277
1775
$592K ﹤0.01%
20,450
-887
69 70
71
72 73