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
2026
$96K ﹤0.01%
+2,008
2027
$95K ﹤0.01%
10,276
-2,176
2028
$94K ﹤0.01%
1,200
+40
2029
$94K ﹤0.01%
+10,814
2030
$91K ﹤0.01%
17,050
-5,650
2031
$90K ﹤0.01%
4,608
+152
2032
$88K ﹤0.01%
259
+13
2033
$87K ﹤0.01%
39,150
-75,375
2034
$87K ﹤0.01%
31,911
-9,117
2035
$84K ﹤0.01%
11,681
+82
2036
$84K ﹤0.01%
+10,213
2037
$84K ﹤0.01%
1,363
-485
2038
$83K ﹤0.01%
+10,079
2039
$81K ﹤0.01%
25,827
-3,712
2040
$80K ﹤0.01%
12,795
+1,645
2041
$80K ﹤0.01%
1,625
+100
2042
$75K ﹤0.01%
+11,143
2043
$74K ﹤0.01%
10,000
2044
$72K ﹤0.01%
893
+182
2045
$72K ﹤0.01%
10,769
+230
2046
$70K ﹤0.01%
+10,140
2047
$67K ﹤0.01%
16,353
+5,500
2048
$65K ﹤0.01%
+11,248
2049
$64K ﹤0.01%
7,388
-134
2050
$61K ﹤0.01%
6,551
-188
80 81
82
83 84