Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$957M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,122
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$87.2M
3
+$51.6M
4
HECA
Hedgeye Capital Allocation ETF
HECA
+$43.6M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$37.1M

Top Sells

1
+$35.4M
2
+$31.2M
3
+$29.4M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$25.4M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$24.5M

Sector Composition

1 Technology 11.12%
2 Financials 4.48%
3 Industrials 3.2%
4 Consumer Discretionary 3.13%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FWONA icon
4101
Liberty Media Series A
FWONA
$21B
– –
-2,345
GBX icon
4102
The Greenbrier Companies
GBX
$1.46B
– –
-18,132
GDDY icon
4103
GoDaddy
GDDY
$11.4B
– –
-3,396
GGAL icon
4104
Galicia Financial Group
GGAL
$8.14B
– –
-6,114
GGME icon
4105
Invesco Next Gen Media and Gaming ETF
GGME
$46.3M
– –
-8,309
HHH icon
4106
Howard Hughes
HHH
$3.78B
– –
-2,573
HIX
4107
Western Asset High Income Fund II
HIX
$363M
– –
-30,110
HRI icon
4108
Herc Holdings
HRI
$4.44B
– –
-1,919
HURN icon
4109
Huron Consulting
HURN
$1.74B
– –
-2,469
HYHG icon
4110
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$174M
– –
-4,149
HYIN icon
4111
WisdomTree Private Credit and Alternative Income Fund
HYIN
$51.7M
– –
-10,785
IGOV icon
4112
iShares International Treasury Bond ETF
IGOV
$1.37B
– –
-5,057
III icon
4113
Information Services Group
III
$216M
– –
-35,980
INSP icon
4114
Inspire Medical Systems
INSP
$1.19B
– –
-12,592
INTL icon
4115
Main International ETF
INTL
$232M
– –
-8,049
INTZ
4116
Intrusion
INTZ
$16.9M
– –
-15,560
IONS icon
4117
Ionis Pharmaceuticals
IONS
$12.6B
– –
-2,957
IOT icon
4118
Samsara
IOT
$20.4B
– –
-16,008
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