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
826
$2.86M 0.02%
41,057
+24,784
827
$2.85M 0.02%
122,360
+1,561
828
$2.84M 0.02%
50,290
+7,776
829
$2.84M 0.02%
372,113
+58,665
830
$2.84M 0.02%
128,143
+13,029
831
$2.83M 0.02%
89,666
-22,636
832
$2.82M 0.02%
74,371
+4,276
833
$2.82M 0.02%
186,385
+11,366
834
$2.81M 0.02%
49,272
-87,078
835
$2.81M 0.02%
5,741
+197
836
$2.81M 0.02%
7,512
-1,335
837
$2.79M 0.02%
45,874
+3,089
838
$2.78M 0.02%
30,968
+8,400
839
$2.77M 0.02%
51,841
+14,970
840
$2.75M 0.01%
43,728
-13,031
841
$2.74M 0.01%
216,059
+16,574
842
$2.74M 0.01%
+11,837
843
$2.74M 0.01%
45,156
-19,555
844
$2.74M 0.01%
77,711
-942
845
$2.74M 0.01%
25,326
-2,413
846
$2.73M 0.01%
8,666
-296
847
$2.73M 0.01%
39,614
+820
848
$2.73M 0.01%
87,691
-16,244
849
$2.73M 0.01%
54,407
+13,673
850
$2.73M 0.01%
405,371
+128,808
32 33
34
35 36