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
676
$3.89M 0.02%
75,964
+9,780
677
$3.87M 0.02%
60,863
-28,249
678
$3.82M 0.02%
284,882
-54,412
679
$3.81M 0.02%
76,501
+53,573
680
$3.81M 0.02%
20,144
+6,028
681
$3.81M 0.02%
47,590
-592
682
$3.81M 0.02%
229,241
+8,394
683
$3.81M 0.02%
118,548
+35,742
684
$3.8M 0.02%
86,061
+3,358
685
$3.79M 0.02%
82,614
-61,302
686
$3.78M 0.02%
150,436
+67,984
687
$3.77M 0.02%
152,255
+23,592
688
$3.77M 0.02%
136,342
+23,724
689
$3.76M 0.02%
38,083
+4,428
690
$3.75M 0.02%
18,770
+974
691
$3.75M 0.02%
24,923
+399
692
$3.74M 0.02%
84,364
+12,551
693
$3.74M 0.02%
123,643
-3,595
694
$3.74M 0.02%
108,438
+47,458
695
$3.73M 0.02%
72,843
+13,148
696
$3.72M 0.02%
97,345
+11,492
697
$3.71M 0.02%
82,477
-39,769
698
$3.7M 0.02%
39,101
+11,819
699
$3.7M 0.02%
24,635
+4,675
700
$3.69M 0.02%
48,060
-360
26 27
28
29 30