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
$8.5B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,213
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$19.7M
3
+$19M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$17M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$14.8M

Top Sells

1
+$13M
2
+$12.9M
3
+$7.25M
4
GLD icon
SPDR Gold Trust
GLD
+$6.83M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$6.38M

Sector Composition

1 Technology 5.27%
2 Financials 4.79%
3 Healthcare 4%
4 Industrials 3.92%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$128K ﹤0.01%
15,948
-470
2002
$128K ﹤0.01%
+12,643
2003
$126K ﹤0.01%
14,825
+1,543
2004
$126K ﹤0.01%
3,193
-851
2005
$125K ﹤0.01%
10,400
2006
$125K ﹤0.01%
26,267
+7,580
2007
$121K ﹤0.01%
10,991
-448
2008
$121K ﹤0.01%
10,774
-13,337
2009
$121K ﹤0.01%
377
-1
2010
$120K ﹤0.01%
42,121
-1,849
2011
$117K ﹤0.01%
+13,296
2012
$116K ﹤0.01%
10,940
-450
2013
$114K ﹤0.01%
20,224
-34,560
2014
$112K ﹤0.01%
3,669
-426
2015
$112K ﹤0.01%
1,517
+70
2016
$109K ﹤0.01%
10,565
-498
2017
$108K ﹤0.01%
9,373
+9
2018
$107K ﹤0.01%
11,174
-29,220
2019
$105K ﹤0.01%
4,462
-58
2020
$104K ﹤0.01%
23,764
-36,833
2021
$103K ﹤0.01%
10,254
+208
2022
$103K ﹤0.01%
+5,218
2023
$99K ﹤0.01%
11,242
+66
2024
– –
0
2025
$96K ﹤0.01%
6,535
+669
79 80
81
82 83