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
$18.4B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,038
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$33.8M
3
+$30.1M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$29.8M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$28.7M

Top Sells

1
+$109M
2
+$54.1M
3
+$38.3M
4
NFLX icon
Netflix
NFLX
+$37.7M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.5M

Sector Composition

1 Technology 8.92%
2 Consumer Discretionary 5.09%
3 Financials 4.72%
4 Healthcare 4.37%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$413K ﹤0.01%
124,484
+3,075
2027
$413K ﹤0.01%
+11,307
2028
$413K ﹤0.01%
+16,109
2029
$412K ﹤0.01%
8,569
+459
2030
$412K ﹤0.01%
2,311
+225
2031
$412K ﹤0.01%
15,655
-4,377
2032
$411K ﹤0.01%
13,304
-552
2033
$411K ﹤0.01%
5,344
+252
2034
$411K ﹤0.01%
3,662
-38
2035
$410K ﹤0.01%
12,933
+2,595
2036
$410K ﹤0.01%
50,765
-3,954
2037
$410K ﹤0.01%
3,420
+5
2038
$410K ﹤0.01%
23,035
-1,048
2039
$410K ﹤0.01%
14,295
-270
2040
$409K ﹤0.01%
1,157
+490
2041
$408K ﹤0.01%
2,325
-717
2042
$407K ﹤0.01%
6,479
+1,563
2043
$407K ﹤0.01%
40,662
2044
$406K ﹤0.01%
38,028
+26
2045
$406K ﹤0.01%
+13,758
2046
$405K ﹤0.01%
21,020
+53
2047
$405K ﹤0.01%
16,556
+5,022
2048
$404K ﹤0.01%
15,348
+5,798
2049
$404K ﹤0.01%
53,392
+607
2050
$404K ﹤0.01%
6,220
+1,080
80 81
82
83 84