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
2426
$249K ﹤0.01%
21,092
2427
$248K ﹤0.01%
8,691
-6,386
2428
$248K ﹤0.01%
7,886
+76
2429
$248K ﹤0.01%
2,989
-104
2430
$248K ﹤0.01%
+17,666
2431
$247K ﹤0.01%
+4,754
2432
$247K ﹤0.01%
5,547
-1,864
2433
$247K ﹤0.01%
3,458
+202
2434
$247K ﹤0.01%
+2,380
2435
$247K ﹤0.01%
17,118
+1,188
2436
$247K ﹤0.01%
17,862
+2,535
2437
$246K ﹤0.01%
+294
2438
$246K ﹤0.01%
54,502
-1,798
2439
$245K ﹤0.01%
7,332
-58,755
2440
$245K ﹤0.01%
70,673
-5,961
2441
$244K ﹤0.01%
+5,435
2442
$244K ﹤0.01%
7,674
-1,844
2443
$244K ﹤0.01%
1,946
-163
2444
$244K ﹤0.01%
+1,862
2445
$244K ﹤0.01%
6,446
-394
2446
$243K ﹤0.01%
10,593
-1,790
2447
$243K ﹤0.01%
+1,848
2448
$243K ﹤0.01%
+10,267
2449
$243K ﹤0.01%
+3,646
2450
$243K ﹤0.01%
13,699
-1,606
96 97
98
99 100