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
2326
$281K ﹤0.01%
+6,282
2327
$281K ﹤0.01%
38,967
+417
2328
$280K ﹤0.01%
+18,966
2329
$280K ﹤0.01%
18,925
-250
2330
$279K ﹤0.01%
13,521
-1,559
2331
$279K ﹤0.01%
4,903
-44,395
2332
$278K ﹤0.01%
+8,396
2333
$278K ﹤0.01%
+4,627
2334
$278K ﹤0.01%
5,327
-1,910
2335
$278K ﹤0.01%
+17,086
2336
$277K ﹤0.01%
16,433
+150
2337
$276K ﹤0.01%
25,867
-10,982
2338
$276K ﹤0.01%
469
+31
2339
$275K ﹤0.01%
2,713
-6,742
2340
$275K ﹤0.01%
4,771
+172
2341
$274K ﹤0.01%
12,139
+360
2342
$274K ﹤0.01%
+1,153
2343
$273K ﹤0.01%
2,243
+182
2344
$273K ﹤0.01%
3,993
-3,878
2345
$272K ﹤0.01%
23,031
+2,451
2346
$272K ﹤0.01%
+1,414
2347
$272K ﹤0.01%
1,165
+28
2348
$272K ﹤0.01%
4,846
+291
2349
$272K ﹤0.01%
9,377
-1,708
2350
$271K ﹤0.01%
3,244
-8,320
92 93
94
95 96