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
226
$16.3M 0.09%
507,141
+39,453
227
$16.1M 0.09%
650,967
+33,213
228
$16M 0.09%
641,872
+63,548
229
$16M 0.09%
176,019
-336,301
230
$15.7M 0.09%
307,811
+54,645
231
$15.6M 0.08%
399,724
-1,472
232
$15.6M 0.08%
304,005
+9,916
233
$15.4M 0.08%
307,806
+10,533
234
$15.3M 0.08%
252,106
+32,997
235
$15.3M 0.08%
118,554
-6,799
236
$15.3M 0.08%
159,651
+26,817
237
$15.3M 0.08%
139,615
+32,693
238
$15.2M 0.08%
246,782
+8,366
239
$15M 0.08%
285,686
-42,874
240
$15M 0.08%
780,440
+431,470
241
$15M 0.08%
126,569
+8,243
242
$14.7M 0.08%
423,754
-51,396
243
$14.7M 0.08%
651,938
+67,800
244
$14.7M 0.08%
318,680
+38,440
245
$14.7M 0.08%
19,451
+2,534
246
$14.5M 0.08%
139,641
-16,826
247
$14.5M 0.08%
283,546
+190,372
248
$14.4M 0.08%
189,360
+230
249
$14.3M 0.08%
107,103
+30,885
250
$14.2M 0.08%
74,992
+5,279
8 9
10
11 12