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
2226
$324K ﹤0.01%
8,847
+13
2227
$323K ﹤0.01%
+2,159
2228
$323K ﹤0.01%
+12,540
2229
$322K ﹤0.01%
6,141
-1,508
2230
$322K ﹤0.01%
64,746
+1,500
2231
$319K ﹤0.01%
+12,350
2232
$319K ﹤0.01%
4,634
-348
2233
$319K ﹤0.01%
3,509
+940
2234
$319K ﹤0.01%
21,224
-2,592
2235
$319K ﹤0.01%
23,795
+1,921
2236
$319K ﹤0.01%
22,782
2237
$318K ﹤0.01%
85,490
-6,500
2238
$317K ﹤0.01%
+16,030
2239
$317K ﹤0.01%
6,346
-327
2240
$316K ﹤0.01%
4,566
+187
2241
$316K ﹤0.01%
64,393
-12,719
2242
$315K ﹤0.01%
13,423
+2,206
2243
$315K ﹤0.01%
6,221
-168
2244
$315K ﹤0.01%
6,702
+873
2245
$315K ﹤0.01%
11,010
-5,150
2246
$315K ﹤0.01%
3,366
-76
2247
$314K ﹤0.01%
+18,680
2248
$314K ﹤0.01%
8,220
-3,353
2249
$314K ﹤0.01%
14,208
+6,083
2250
$314K ﹤0.01%
9,321
+710
88 89
90
91 92