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
$21.8B
AUM Growth
-$587M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,387
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$43.4M
3
+$41.3M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.8M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$34.4M

Top Sells

1
+$44.7M
2
+$41M
3
+$40.5M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$35.3M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$22.2M

Sector Composition

1 Technology 9.85%
2 Financials 4.82%
3 Consumer Discretionary 4.67%
4 Healthcare 3.78%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$567K ﹤0.01%
8,792
-2,398
2002
$567K ﹤0.01%
+9,800
2003
$566K ﹤0.01%
17,968
-459
2004
$566K ﹤0.01%
16,251
+1,205
2005
$564K ﹤0.01%
16,494
+5,861
2006
$564K ﹤0.01%
10,852
+319
2007
$564K ﹤0.01%
1,816
-174
2008
$564K ﹤0.01%
11,700
+4,091
2009
$563K ﹤0.01%
11,302
+266
2010
$563K ﹤0.01%
18,961
+9,118
2011
$562K ﹤0.01%
18,516
+5,380
2012
$561K ﹤0.01%
24,735
-809
2013
$559K ﹤0.01%
13,797
-3,860
2014
$558K ﹤0.01%
12,415
+1,852
2015
$557K ﹤0.01%
2,115
-1,236
2016
$557K ﹤0.01%
12,671
+18
2017
$556K ﹤0.01%
15,340
+132
2018
$554K ﹤0.01%
18,549
-535
2019
$554K ﹤0.01%
5,880
-6
2020
$553K ﹤0.01%
6,115
-940
2021
$553K ﹤0.01%
27,986
-3,970
2022
$553K ﹤0.01%
38,886
-500
2023
$552K ﹤0.01%
+16,880
2024
$551K ﹤0.01%
10,162
-1,559
2025
$551K ﹤0.01%
15,953
+209
79 80
81
82 83