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
2176
$350K ﹤0.01%
3,267
-16
2177
$349K ﹤0.01%
40,925
+13,000
2178
$348K ﹤0.01%
504
+148
2179
$347K ﹤0.01%
1,659
-170
2180
$347K ﹤0.01%
4,244
-6
2181
$347K ﹤0.01%
20,773
+414
2182
$345K ﹤0.01%
1,677
-943
2183
$344K ﹤0.01%
61,120
+2,160
2184
$343K ﹤0.01%
4,574
2185
$343K ﹤0.01%
13,400
+2,921
2186
$343K ﹤0.01%
3,749
+753
2187
$342K ﹤0.01%
5,408
+673
2188
$340K ﹤0.01%
+15,202
2189
$340K ﹤0.01%
13,774
+2,400
2190
$340K ﹤0.01%
21,925
+1,021
2191
$339K ﹤0.01%
11,741
+950
2192
$339K ﹤0.01%
7,903
+2,359
2193
$338K ﹤0.01%
20,346
+450
2194
$338K ﹤0.01%
10,428
-947
2195
$338K ﹤0.01%
+10,139
2196
$338K ﹤0.01%
+3,595
2197
$337K ﹤0.01%
10,370
-357
2198
$337K ﹤0.01%
+9,619
2199
$336K ﹤0.01%
5,078
+823
2200
$335K ﹤0.01%
25,196
+1,019
86 87
88
89 90