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
51
$67.5M 0.37%
221,275
+14,327
52
$66.1M 0.36%
917,542
-41,697
53
$62.4M 0.34%
3,900,966
+261,000
54
$60.9M 0.33%
664,489
-43,568
55
$59.3M 0.32%
1,019,579
+51,542
56
$58.7M 0.32%
680,168
-7,937
57
$56M 0.3%
253,183
+24,515
58
$55.9M 0.3%
1,000,705
+27,002
59
$55M 0.3%
797,789
+585,727
60
$54.3M 0.29%
658,114
+237,280
61
$53.8M 0.29%
1,484,688
-3,721
62
$53.4M 0.29%
209,779
+11,161
63
$52.9M 0.29%
1,168,290
+151,290
64
$52.7M 0.29%
486,750
+54,226
65
$51.8M 0.28%
570,071
+29,698
66
$49.2M 0.27%
1,020,119
+120,713
67
$48M 0.26%
197,571
+29,541
68
$47.6M 0.26%
133,812
-99
69
$47.6M 0.26%
256,889
+25,371
70
$44.8M 0.24%
427,842
+6,832
71
$44.8M 0.24%
184,464
-44,777
72
$42.2M 0.23%
578,579
-58,477
73
$41.3M 0.22%
404,529
+20,116
74
$39.7M 0.22%
280,313
-37,516
75
$39.2M 0.21%
169,144
+13,213
1 2
3
4 5