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
1876
$526K ﹤0.01%
20,548
+3,865
1877
$525K ﹤0.01%
8,178
+3,715
1878
$524K ﹤0.01%
60,953
+28,974
1879
$524K ﹤0.01%
19,682
+2,100
1880
$522K ﹤0.01%
14,790
-875
1881
$521K ﹤0.01%
3,476
+871
1882
$521K ﹤0.01%
+29,953
1883
$521K ﹤0.01%
+4,262
1884
$521K ﹤0.01%
19,110
+8,625
1885
$520K ﹤0.01%
53,865
+587
1886
$519K ﹤0.01%
20,594
-292
1887
$519K ﹤0.01%
10,450
+5,225
1888
$517K ﹤0.01%
+5,349
1889
$516K ﹤0.01%
+7,830
1890
$516K ﹤0.01%
49,244
+727
1891
$515K ﹤0.01%
27,177
-1,450
1892
$515K ﹤0.01%
33,875
-715
1893
$515K ﹤0.01%
24,687
1894
$511K ﹤0.01%
34,495
+1,549
1895
$511K ﹤0.01%
+20,354
1896
$508K ﹤0.01%
5,076
+506
1897
$508K ﹤0.01%
30,845
+6,028
1898
$506K ﹤0.01%
+21,305
1899
$506K ﹤0.01%
+50,273
1900
$505K ﹤0.01%
+8,221
74 75
76
77 78