Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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 4.36%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$648M 3.52%
1,778,880
-148,449
2
$635M 3.45%
5,202,543
+61,648
3
$436M 2.37%
6,956,822
-64,925
4
$311M 1.69%
973,262
-120,109
5
$287M 1.56%
1,853,180
+21,900
6
$281M 1.53%
1,359,102
-62,178
7
$280M 1.52%
704,007
+13,968
8
$245M 1.33%
1,041,094
+38,660
9
$211M 1.14%
2,488,272
+128,308
10
$201M 1.09%
3,525,849
+199,257
11
$192M 1.04%
1,086,190
-33,846
12
$187M 1.02%
2,277,390
+334,777
13
$168M 0.91%
1,141,668
+30,924
14
$166M 0.9%
418,948
-72,555
15
$163M 0.89%
3,319,343
+613,648
16
$142M 0.77%
2,176,135
+88,435
17
$120M 0.65%
1,003,918
+109,157
18
$118M 0.64%
1,703,989
-216,734
19
$114M 0.62%
445,736
-4,201
20
$107M 0.58%
2,819,255
+197,984
21
$98.1M 0.53%
862,041
+18,429
22
$96.3M 0.52%
435,978
+76,426
23
$96.3M 0.52%
432,549
+4,182
24
$91.2M 0.5%
693,864
+113,923
25
$90.1M 0.49%
1,015,863
+220,917
1
2 3 4 5