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 4.9%
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
IYM icon
2476
iShares US Basic Materials ETF
IYM
$1.44B
$654K ﹤0.01%
4,251
+1,027
GTLS icon
2477
Chart Industries
GTLS
$9.9B
$652K ﹤0.01%
3,161
-469
SCHI icon
2478
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.3B
$652K ﹤0.01%
28,390
-254
BSCX icon
2479
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$926M
$651K ﹤0.01%
30,323
+11,322
JPEM icon
2480
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$389M
$650K ﹤0.01%
10,708
+1,918
NTES icon
2481
NetEase
NTES
$73.6B
$648K ﹤0.01%
4,710
+136
AIVL icon
2482
WisdomTree US AI Enhanced Value Fund
AIVL
$383M
$646K ﹤0.01%
5,622
-26
BSJV icon
2483
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$81.3M
$644K ﹤0.01%
24,120
+13,919
PFN
2484
PIMCO Income Strategy Fund II
PFN
$659M
$644K ﹤0.01%
85,821
-4,786
VTG
2485
Vanguard Total Treasury ETF
VTG
$77.9M
$644K ﹤0.01%
+8,452
ECOW icon
2486
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$178M
$643K ﹤0.01%
26,339
+2,031
INFL icon
2487
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.49B
$643K ﹤0.01%
14,452
+990
TLTD icon
2488
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$604M
$643K ﹤0.01%
6,937
-45
ECG
2489
Everus Construction Group
ECG
$5.76B
$643K ﹤0.01%
7,515
+4,394
IPAC icon
2490
iShares Core MSCI Pacific ETF
IPAC
$2.35B
$642K ﹤0.01%
8,772
+302
OTTR icon
2491
Otter Tail
OTTR
$3.59B
$642K ﹤0.01%
7,942
-200
NVDY icon
2492
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.34B
$641K ﹤0.01%
43,844
+8,544
LQDA icon
2493
Liquidia Corp
LQDA
$3.26B
$640K ﹤0.01%
18,547
WTAI icon
2494
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$368M
$640K ﹤0.01%
21,964
-1,667
BCS icon
2495
Barclays
BCS
$71.9B
$639K ﹤0.01%
25,093
+8,707
BUFT icon
2496
FT Vest Buffered Allocation Defensive ETF
BUFT
$140M
$639K ﹤0.01%
25,959
-2,206
BXMT icon
2497
Blackstone Mortgage Trust
BXMT
$3.15B
$639K ﹤0.01%
33,381
+306
MFM
2498
MFS Municipal Income Trust
MFM
$224M
$638K ﹤0.01%
117,525
+4,511
SBS icon
2499
Sabesp
SBS
$19.4B
$638K ﹤0.01%
26,742
-718
ARIS
2500
Aris Mining
ARIS
$4.07B
$636K ﹤0.01%
39,182
-28,908
98 99
100
101 102