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
2001
$432K ﹤0.01%
16,340
+1,100
2002
$431K ﹤0.01%
48,543
+21,097
2003
$431K ﹤0.01%
44,480
+1,968
2004
$430K ﹤0.01%
34,418
+18
2005
$430K ﹤0.01%
15,169
+2,663
2006
$430K ﹤0.01%
4,670
-358
2007
$430K ﹤0.01%
6,505
-209
2008
$429K ﹤0.01%
8,990
+924
2009
$429K ﹤0.01%
14,403
-2,346
2010
$428K ﹤0.01%
2,964
-207
2011
$427K ﹤0.01%
20,415
+1,403
2012
$426K ﹤0.01%
14,933
-3,564
2013
$426K ﹤0.01%
24,605
+3,627
2014
$425K ﹤0.01%
1,088
+133
2015
$424K ﹤0.01%
19,659
2016
$423K ﹤0.01%
+7,471
2017
$422K ﹤0.01%
10,753
-788
2018
$422K ﹤0.01%
8,272
-983
2019
$421K ﹤0.01%
8,752
+3,390
2020
$420K ﹤0.01%
5,983
-123
2021
$419K ﹤0.01%
4,394
+1,616
2022
$419K ﹤0.01%
+7,225
2023
$419K ﹤0.01%
15,711
+2,624
2024
$416K ﹤0.01%
4,358
-36
2025
$416K ﹤0.01%
+10,548
79 80
81
82 83