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
$32.9B
AUM Growth
+$3.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,797
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

Sector Composition

1 Technology 11.87%
2 Financials 5.22%
3 Consumer Discretionary 3.69%
4 Communication Services 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
226
Uber
UBER
$191B
$29.8M 0.09%
319,566
-10,979
SCHF icon
227
Schwab International Equity ETF
SCHF
$53.1B
$29.8M 0.09%
1,347,260
+97,721
PWB icon
228
Invesco Large Cap Growth ETF
PWB
$1.33B
$29.4M 0.09%
250,391
-10,773
SHY icon
229
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$29.4M 0.09%
354,712
-3,267
GDX icon
230
VanEck Gold Miners ETF
GDX
$22.3B
$29.3M 0.09%
563,351
+108,198
OMFL icon
231
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.96B
$29.3M 0.09%
506,359
+24,472
EFG icon
232
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$29.2M 0.09%
260,923
+1,109
GCOW icon
233
Pacer Global Cash Cows Dividend ETF
GCOW
$2.57B
$29.1M 0.09%
765,814
-149,793
USHY icon
234
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$29.1M 0.09%
774,867
+631,289
SHV icon
235
iShares Short Treasury Bond ETF
SHV
$20.7B
$28.6M 0.09%
259,435
-415,016
ANET icon
236
Arista Networks
ANET
$164B
$28.5M 0.09%
278,819
-14,065
SLV icon
237
iShares Silver Trust
SLV
$25.5B
$28.5M 0.09%
868,401
-193,534
LOW icon
238
Lowe's Companies
LOW
$130B
$28.3M 0.09%
127,527
+1,306
IWD icon
239
iShares Russell 1000 Value ETF
IWD
$65.2B
$28M 0.09%
144,397
+7,362
BENJ
240
Horizon Landmark ETF
BENJ
$142M
$28M 0.09%
+549,812
GARP
241
iShares MSCI USA Quality GARP ETF
GARP
$715M
$27.9M 0.08%
461,526
+113,500
HON icon
242
Honeywell
HON
$127B
$27.8M 0.08%
119,340
+2,000
IUSV icon
243
iShares Core S&P US Value ETF
IUSV
$22.9B
$27.6M 0.08%
292,029
+8,938
CGDG icon
244
Capital Group Dividend Growers ETF
CGDG
$3.38B
$27.6M 0.08%
820,477
+216,001
XMMO icon
245
Invesco S&P MidCap Momentum ETF
XMMO
$5.85B
$27.6M 0.08%
214,476
-1,056
XLC icon
246
The Communication Services Select Sector SPDR Fund
XLC
$26.8B
$27.5M 0.08%
253,733
+9,879
IBHF icon
247
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$964M
$27.1M 0.08%
1,167,957
+76,257
GEV icon
248
GE Vernova
GEV
$151B
$27M 0.08%
51,003
+9,424
FLOT icon
249
iShares Floating Rate Bond ETF
FLOT
$8.98B
$26.7M 0.08%
522,976
-80,437
AVUV icon
250
Avantis US Small Cap Value ETF
AVUV
$18.1B
$26.6M 0.08%
292,534
+90,568
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