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
1826
$556K ﹤0.01%
19,430
-1,800
1827
$556K ﹤0.01%
8,138
+669
1828
$556K ﹤0.01%
29,702
+1,333
1829
$556K ﹤0.01%
4,687
+266
1830
$553K ﹤0.01%
9,826
+3,823
1831
$553K ﹤0.01%
12,111
-396
1832
$552K ﹤0.01%
29,438
-807
1833
$550K ﹤0.01%
10,960
-438
1834
$549K ﹤0.01%
27,108
-39,054
1835
$549K ﹤0.01%
4,234
+1,620
1836
$547K ﹤0.01%
22,061
+9,294
1837
$546K ﹤0.01%
+9,650
1838
$546K ﹤0.01%
7,170
+2,953
1839
$544K ﹤0.01%
54,708
-2,737
1840
$543K ﹤0.01%
46,523
+3,827
1841
$542K ﹤0.01%
13,211
+603
1842
$541K ﹤0.01%
25,389
-3,675
1843
$541K ﹤0.01%
10,441
+104
1844
$539K ﹤0.01%
1,586
-638
1845
$539K ﹤0.01%
4,643
+565
1846
$539K ﹤0.01%
30,624
-10
1847
$539K ﹤0.01%
12,116
+657
1848
$539K ﹤0.01%
+19,072
1849
$538K ﹤0.01%
17,656
+1,067
1850
$538K ﹤0.01%
57,633
-27,100
72 73
74
75 76