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
976
$2.12M 0.01%
11,589
-13,481
977
$2.12M 0.01%
23,189
-449
978
$2.12M 0.01%
10,643
+7,747
979
$2.12M 0.01%
16,718
+1,722
980
$2.11M 0.01%
39,545
+34,554
981
$2.1M 0.01%
65,765
-780
982
$2.1M 0.01%
114,020
+36,763
983
$2.1M 0.01%
+43,051
984
$2.09M 0.01%
45,818
-1
985
$2.09M 0.01%
29,046
+6,084
986
$2.08M 0.01%
7,946
+122
987
$2.07M 0.01%
41,850
+1,523
988
$2.07M 0.01%
33,921
-2,458
989
$2.07M 0.01%
41,739
+3,764
990
$2.07M 0.01%
57,956
-402
991
$2.06M 0.01%
23,655
+1,519
992
$2.06M 0.01%
181,214
+11,795
993
$2.06M 0.01%
25,316
-4,197
994
$2.06M 0.01%
11,372
+90
995
$2.05M 0.01%
29,588
+1,609
996
$2.04M 0.01%
13,007
-75
997
$2.04M 0.01%
+20,423
998
$2.04M 0.01%
202,063
-2,478
999
$2.04M 0.01%
19,591
-646
1000
$2.04M 0.01%
55,317
-5,953
38 39
40
41 42