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
2026
$549K ﹤0.01%
3,256
-317
2027
$549K ﹤0.01%
20,771
+2,219
2028
$549K ﹤0.01%
6,921
+89
2029
$548K ﹤0.01%
43,663
-11,792
2030
$547K ﹤0.01%
+22,524
2031
$546K ﹤0.01%
27,445
-6,052
2032
$544K ﹤0.01%
51,682
+20,136
2033
$540K ﹤0.01%
17,771
-1,247
2034
$540K ﹤0.01%
4,270
-3,169
2035
$539K ﹤0.01%
+20,949
2036
$539K ﹤0.01%
6,652
+1,619
2037
$539K ﹤0.01%
31,488
+1,678
2038
$538K ﹤0.01%
12,606
+5,383
2039
$536K ﹤0.01%
3,285
+9
2040
$536K ﹤0.01%
9,183
+229
2041
$535K ﹤0.01%
11,118
+696
2042
$535K ﹤0.01%
1,555
-71
2043
$534K ﹤0.01%
7,619
+4
2044
$534K ﹤0.01%
14,112
-44,257
2045
$534K ﹤0.01%
19,902
-3,396
2046
$534K ﹤0.01%
+11,266
2047
$534K ﹤0.01%
20,306
2048
$531K ﹤0.01%
3,252
+39
2049
$531K ﹤0.01%
7,808
2050
$529K ﹤0.01%
18,075
+235
80 81
82
83 84