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
1851
$536K ﹤0.01%
38,389
-1,725
1852
$535K ﹤0.01%
+15,973
1853
$535K ﹤0.01%
17,123
+1,636
1854
$535K ﹤0.01%
3,181
+965
1855
$534K ﹤0.01%
11,761
+763
1856
$534K ﹤0.01%
3,249
-1,734
1857
$534K ﹤0.01%
9,576
-3,450
1858
$533K ﹤0.01%
15,689
-1,218
1859
$533K ﹤0.01%
29,947
-6,800
1860
$533K ﹤0.01%
25,347
+5,209
1861
$532K ﹤0.01%
7,776
+831
1862
$532K ﹤0.01%
16,822
+1,560
1863
$532K ﹤0.01%
3,925
-169
1864
$532K ﹤0.01%
+10,370
1865
$532K ﹤0.01%
5,054
+1,104
1866
$530K ﹤0.01%
9,684
+4,062
1867
$530K ﹤0.01%
10,704
-1,675
1868
$529K ﹤0.01%
66,264
-1,748
1869
$529K ﹤0.01%
16,626
-2,458
1870
$528K ﹤0.01%
2,522
-75
1871
$528K ﹤0.01%
10,789
+274
1872
$527K ﹤0.01%
88,501
+66,545
1873
$527K ﹤0.01%
12,855
+5,463
1874
$527K ﹤0.01%
+6,448
1875
$527K ﹤0.01%
30,320
+8,718
73 74
75
76 77