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
2376
$264K ﹤0.01%
+7,211
2377
$263K ﹤0.01%
14,612
+342
2378
$263K ﹤0.01%
1,244
+83
2379
$263K ﹤0.01%
2,715
+46
2380
$262K ﹤0.01%
+11,180
2381
$262K ﹤0.01%
+8,258
2382
$261K ﹤0.01%
34,735
-11,297
2383
$261K ﹤0.01%
+3,474
2384
$260K ﹤0.01%
+8,596
2385
$260K ﹤0.01%
+17,852
2386
$260K ﹤0.01%
+9,114
2387
$260K ﹤0.01%
348
+53
2388
$260K ﹤0.01%
+1,999
2389
$259K ﹤0.01%
33,144
+15,996
2390
$259K ﹤0.01%
5,336
-312
2391
$259K ﹤0.01%
6,751
-1,385
2392
$259K ﹤0.01%
27,270
+7,470
2393
$259K ﹤0.01%
+9
2394
$259K ﹤0.01%
38,891
+1,434
2395
$258K ﹤0.01%
14,423
-2,911
2396
$258K ﹤0.01%
4,141
2397
$258K ﹤0.01%
12,727
-6,110
2398
$258K ﹤0.01%
3,493
-95
2399
$258K ﹤0.01%
27,398
+10,020
2400
$257K ﹤0.01%
3,827
+14
94 95
96
97 98