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
1901
$504K ﹤0.01%
24,388
1902
$504K ﹤0.01%
17,189
+3,180
1903
$503K ﹤0.01%
6,607
-9,807
1904
$503K ﹤0.01%
23,953
-4,749
1905
$501K ﹤0.01%
2,876
+709
1906
$500K ﹤0.01%
8,859
-10,998
1907
$499K ﹤0.01%
24,712
+6,412
1908
$498K ﹤0.01%
26,707
+5,583
1909
$498K ﹤0.01%
8,570
-143
1910
$496K ﹤0.01%
2,276
+915
1911
$496K ﹤0.01%
15,082
-151
1912
$494K ﹤0.01%
6,445
+1,600
1913
$493K ﹤0.01%
76,142
+2,959
1914
$493K ﹤0.01%
7,049
+105
1915
$493K ﹤0.01%
3,692
+1,574
1916
$492K ﹤0.01%
17,039
+6,449
1917
$492K ﹤0.01%
9,098
+1,827
1918
$491K ﹤0.01%
48,309
+6,114
1919
$491K ﹤0.01%
1,805
-141
1920
$491K ﹤0.01%
14,802
+3,397
1921
$490K ﹤0.01%
13,438
+37
1922
$490K ﹤0.01%
42,094
+7,789
1923
$490K ﹤0.01%
11,752
-4,604
1924
$489K ﹤0.01%
+9,766
1925
$487K ﹤0.01%
1,376
+83
75 76
77
78 79