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
1776
$591K ﹤0.01%
21,855
+9,657
1777
$591K ﹤0.01%
8,179
+778
1778
$591K ﹤0.01%
17,176
+1,966
1779
$589K ﹤0.01%
19,613
+5,119
1780
$589K ﹤0.01%
12,038
+1,302
1781
$589K ﹤0.01%
11,673
-29,179
1782
$588K ﹤0.01%
12,902
+4,136
1783
$587K ﹤0.01%
5,275
+223
1784
$587K ﹤0.01%
11,676
-2,000
1785
$586K ﹤0.01%
9,346
-245
1786
$585K ﹤0.01%
21,129
+15
1787
$584K ﹤0.01%
7,617
-2,049
1788
$583K ﹤0.01%
6,481
-642
1789
$583K ﹤0.01%
17,084
+3,158
1790
$582K ﹤0.01%
56,700
+2,425
1791
$582K ﹤0.01%
14,590
+1,683
1792
$580K ﹤0.01%
+6,004
1793
$580K ﹤0.01%
9,303
+1,498
1794
$580K ﹤0.01%
+16,816
1795
$579K ﹤0.01%
5,793
+1,573
1796
$578K ﹤0.01%
34,162
+4,491
1797
$577K ﹤0.01%
13,531
-37
1798
$576K ﹤0.01%
10,725
-1,209
1799
$575K ﹤0.01%
1,449
+195
1800
$574K ﹤0.01%
+13,379
70 71
72
73 74