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
$36.4B
AUM Growth
+$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$39.9M
3
+$25.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$25M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$22.7M

Top Sells

1
+$28M
2
+$22.4M
3
+$16.9M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.5M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$13.4M

Sector Composition

1 Technology 12.56%
2 Financials 4.99%
3 Consumer Discretionary 3.68%
4 Communication Services 3.05%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
226
Schwab International Equity ETF
SCHF
$53.5B
$32.2M 0.09%
1,382,174
+34,914
XLC icon
227
The Communication Services Select Sector SPDR Fund
XLC
$26.2B
$32M 0.09%
270,569
+16,836
SHOP icon
228
Shopify
SHOP
$207B
$32M 0.09%
215,503
+24,444
QCOM icon
229
Qualcomm
QCOM
$180B
$31.9M 0.09%
191,957
-5,237
OMFL icon
230
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.88B
$31.8M 0.09%
528,014
+21,655
BBAG icon
231
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.31B
$31.7M 0.09%
678,880
+3,970
VFLO icon
232
VictoryShares Free Cash Flow ETF
VFLO
$5.32B
$31.7M 0.09%
844,587
-274,324
FSCO
233
FS Credit Opportunities Corp
FSCO
$1.23B
$31.6M 0.09%
4,576,534
+164,116
CGDG icon
234
Capital Group Dividend Growers ETF
CGDG
$3.78B
$31.5M 0.09%
909,083
+88,606
ITA icon
235
iShares US Aerospace & Defense ETF
ITA
$12B
$31.5M 0.09%
150,409
+45,073
AVUV icon
236
Avantis US Small Cap Value ETF
AVUV
$19.5B
$31.5M 0.09%
316,161
+23,627
SPHQ icon
237
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$31.2M 0.09%
425,230
-15,969
XMMO icon
238
Invesco S&P MidCap Momentum ETF
XMMO
$4.99B
$31M 0.09%
229,571
+15,095
SPHB icon
239
Invesco S&P 500 High Beta ETF
SPHB
$452M
$31M 0.09%
282,700
+36,676
GCOW icon
240
Pacer Global Cash Cows Dividend ETF
GCOW
$2.61B
$31M 0.09%
781,702
+15,888
DE icon
241
Deere & Co
DE
$126B
$30.8M 0.08%
67,452
+2,463
MU icon
242
Micron Technology
MU
$266B
$30.7M 0.08%
183,647
-350
VCSH icon
243
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$30.4M 0.08%
380,549
+56,560
FDN icon
244
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.85B
$30.4M 0.08%
108,543
+11,254
WM icon
245
Waste Management
WM
$87.8B
$30.3M 0.08%
137,123
+2,252
SPGI icon
246
S&P Global
SPGI
$151B
$30.2M 0.08%
62,112
+1,028
IUSV icon
247
iShares Core S&P US Value ETF
IUSV
$23.9B
$30.2M 0.08%
301,900
+9,871
AMGN icon
248
Amgen
AMGN
$186B
$29.8M 0.08%
105,429
-2,988
PULS icon
249
PGIM Ultra Short Bond ETF
PULS
$13.2B
$29.6M 0.08%
593,079
+60,672
SHY icon
250
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$29.5M 0.08%
355,969
+1,257
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