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
26
$90.1M 0.49%
918,300
+165,074
27
$89.5M 0.49%
824,338
+25,964
28
$88.7M 0.48%
480,725
+25,164
29
$87.3M 0.47%
412,353
+20,054
30
$86.7M 0.47%
1,666,481
+81,381
31
$86.5M 0.47%
1,856,547
+255,354
32
$86.5M 0.47%
612,614
+68,847
33
$86M 0.47%
523,370
+27,100
34
$83.6M 0.45%
811,060
+11,760
35
$81.6M 0.44%
535,740
-21,893
36
$79.7M 0.43%
1,531,035
+176,170
37
$79.2M 0.43%
765,680
+10,540
38
$78.8M 0.43%
581,493
+26,792
39
$78.4M 0.43%
1,107,552
+127,733
40
$77.8M 0.42%
486,222
-22,868
41
$77M 0.42%
1,219,297
-132,487
42
$76.7M 0.42%
611,014
-75,267
43
$76.2M 0.41%
1,427,090
+170,405
44
$75.2M 0.41%
255,422
-5,207
45
$74.1M 0.4%
569,772
+4,053
46
$71.2M 0.39%
536,147
-12,531
47
$71.1M 0.39%
5,329,320
+188,480
48
$70.7M 0.38%
330,449
+6,804
49
$69.5M 0.38%
3,040,279
-50,672
50
$67.6M 0.37%
668,922
+21,890
1
2
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