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
2551
$214K ﹤0.01%
+3,767
2552
$214K ﹤0.01%
+30,547
2553
$213K ﹤0.01%
9,161
-2,378
2554
$213K ﹤0.01%
37,317
-9,016
2555
$213K ﹤0.01%
14,817
+18
2556
$213K ﹤0.01%
54,356
+9,561
2557
$213K ﹤0.01%
4,098
-3,909
2558
$213K ﹤0.01%
+19,464
2559
$213K ﹤0.01%
11,860
+441
2560
$212K ﹤0.01%
3,172
-275
2561
$212K ﹤0.01%
+543
2562
$212K ﹤0.01%
+8,759
2563
$212K ﹤0.01%
1,300
-188
2564
$211K ﹤0.01%
13,142
-1,810
2565
$211K ﹤0.01%
1,007
-439
2566
$211K ﹤0.01%
7,283
-690
2567
$211K ﹤0.01%
2,075
-304
2568
$211K ﹤0.01%
+6,538
2569
$211K ﹤0.01%
11,899
+804
2570
$211K ﹤0.01%
+10,042
2571
$210K ﹤0.01%
+3,119
2572
$210K ﹤0.01%
4,554
-2,841
2573
$210K ﹤0.01%
16,171
+2,772
2574
$210K ﹤0.01%
+4,518
2575
$210K ﹤0.01%
+7,687
101 102
103
104 105