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
1801
$574K ﹤0.01%
18,268
+10,470
1802
$574K ﹤0.01%
24,726
-980
1803
$573K ﹤0.01%
+10,591
1804
$573K ﹤0.01%
56,138
+14,833
1805
$572K ﹤0.01%
36,409
-3,055
1806
$572K ﹤0.01%
18,970
+2,761
1807
$570K ﹤0.01%
12,301
+820
1808
$570K ﹤0.01%
35,100
-284
1809
$570K ﹤0.01%
13,438
-1,532
1810
$570K ﹤0.01%
41,333
+1,864
1811
$570K ﹤0.01%
49,423
+2,553
1812
$569K ﹤0.01%
10,306
+1,017
1813
$569K ﹤0.01%
11,159
-1,015
1814
$569K ﹤0.01%
15,079
+5,593
1815
$568K ﹤0.01%
16,526
+9,832
1816
$567K ﹤0.01%
23,220
+3,098
1817
$565K ﹤0.01%
47,161
+18,544
1818
$565K ﹤0.01%
2,036
-3,543
1819
$564K ﹤0.01%
39,930
+6,371
1820
$563K ﹤0.01%
5,291
+2,315
1821
$562K ﹤0.01%
13,604
+959
1822
$561K ﹤0.01%
42,550
+2,846
1823
$559K ﹤0.01%
12,721
+7
1824
$559K ﹤0.01%
+3,454
1825
$557K ﹤0.01%
+15,159
71 72
73
74 75