Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.8B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,005
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$67.6M
3
+$67M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$44.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$42.3M

Top Sells

1
+$85.8M
2
+$72.3M
3
+$34.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$33.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$31.9M

Sector Composition

1 Technology 12.27%
2 Financials 5.07%
3 Consumer Discretionary 3.53%
4 Communication Services 3.11%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIXD icon
226
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.39B
$33.3M 0.09%
751,719
-114,175
ET icon
227
Energy Transfer Partners
ET
$65.6B
$33.2M 0.09%
2,010,418
-112,119
JBND icon
228
JPMorgan Active Bond ETF
JBND
$7.2B
$33M 0.09%
611,024
+445,288
GRID icon
229
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$9.11B
$32.7M 0.09%
213,571
+103,945
SDY icon
230
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$32.5M 0.09%
233,826
-4,978
IBHF icon
231
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.01B
$32.4M 0.09%
1,405,833
+156,165
DE icon
232
Deere & Co
DE
$157B
$32.4M 0.09%
69,590
+2,138
CALF icon
233
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.48B
$32.4M 0.09%
729,314
-108,970
O icon
234
Realty Income
O
$59.1B
$32.4M 0.09%
574,036
+8,130
QDPL icon
235
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.53B
$32.3M 0.09%
760,854
+75,517
SPGI icon
236
S&P Global
SPGI
$133B
$32.3M 0.09%
61,717
-395
PULS icon
237
PGIM Ultra Short Bond ETF
PULS
$15.2B
$32M 0.08%
645,262
+52,183
CGGE
238
Capital Group Global Equity ETF
CGGE
$2.44B
$31.5M 0.08%
996,254
+797,015
VCSH icon
239
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.6B
$31.4M 0.08%
394,072
+13,523
IWD icon
240
iShares Russell 1000 Value ETF
IWD
$73.2B
$30.9M 0.08%
147,031
+2,756
UBER icon
241
Uber
UBER
$154B
$30.8M 0.08%
377,415
+15,140
AVDE icon
242
Avantis International Equity ETF
AVDE
$15.3B
$30.8M 0.08%
374,424
+167,675
CGXU icon
243
Capital Group International Focus Equity ETF
CGXU
$5.51B
$30.8M 0.08%
1,040,788
+100,726
WM icon
244
Waste Management
WM
$90.2B
$30.7M 0.08%
139,650
+2,527
LOW icon
245
Lowe's Companies
LOW
$137B
$29.9M 0.08%
124,106
-7,508
XMLV icon
246
Invesco S&P MidCap Low Volatility ETF
XMLV
$742M
$29.6M 0.08%
474,544
-67,695
PANW icon
247
Palo Alto Networks
PANW
$147B
$29.4M 0.08%
159,751
-18,476
OUNZ icon
248
VanEck Merk Gold Trust
OUNZ
$2.88B
$29.4M 0.08%
708,818
-15,078
SHOP icon
249
Shopify
SHOP
$172B
$29.3M 0.08%
181,879
-33,624
XLC icon
250
State Street Communication Services Select Sector SPDR ETF
XLC
$25.7B
$29.1M 0.08%
247,603
-22,966
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