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 5.23%
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
CM icon
2526
Canadian Imperial Bank of Commerce
CM
$84B
$511K ﹤0.01%
7,220
-608
ISCB icon
2527
iShares Morningstar Small-Cap ETF
ISCB
$254M
$511K ﹤0.01%
8,765
+790
STPZ icon
2528
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$430M
$511K ﹤0.01%
9,499
+553
CRCL
2529
Circle Internet Group
CRCL
$18.7B
$511K ﹤0.01%
+2,820
GEN icon
2530
Gen Digital
GEN
$16.8B
$510K ﹤0.01%
17,359
+7,012
FTV icon
2531
Fortive
FTV
$17.5B
$509K ﹤0.01%
9,756
-4,566
BYLD icon
2532
iShares Yield Optimized Bond ETF
BYLD
$304M
$508K ﹤0.01%
22,487
-33,933
LECO icon
2533
Lincoln Electric
LECO
$13.2B
$507K ﹤0.01%
2,444
-39
EPP icon
2534
iShares MSCI Pacific ex Japan ETF
EPP
$1.79B
$506K ﹤0.01%
10,246
-26,324
IBTJ icon
2535
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.05B
$506K ﹤0.01%
23,085
-1,429
PATK icon
2536
Patrick Industries
PATK
$3.61B
$505K ﹤0.01%
5,470
-1,005
TEAM icon
2537
Atlassian
TEAM
$42.7B
$505K ﹤0.01%
2,486
-1,754
APCB icon
2538
ActivePassive Core Bond ETF
APCB
$890M
$504K ﹤0.01%
16,996
+3,000
WTMF icon
2539
WisdomTree Managed Futures Strategy Fund
WTMF
$192M
$504K ﹤0.01%
14,278
+5,949
FLHY icon
2540
Franklin High Yield Corporate ETF
FLHY
$701M
$503K ﹤0.01%
20,662
-15,187
KRG icon
2541
Kite Realty
KRG
$5.19B
$503K ﹤0.01%
22,228
-1,824
MFM
2542
MFS Municipal Income Trust
MFM
$224M
$503K ﹤0.01%
97,236
+55,187
ANDE icon
2543
Andersons Inc
ANDE
$1.8B
$502K ﹤0.01%
13,665
-79
FDEM icon
2544
Fidelity Emerging Markets Multifactor ETF
FDEM
$309M
$502K ﹤0.01%
17,950
+762
PBA icon
2545
Pembina Pipeline
PBA
$22.1B
$502K ﹤0.01%
13,377
+150
RIOT icon
2546
Riot Platforms
RIOT
$4.71B
$502K ﹤0.01%
44,439
-11,537
EMNT icon
2547
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
$499K ﹤0.01%
5,052
+412
ILMN icon
2548
Illumina
ILMN
$20B
$499K ﹤0.01%
5,227
+554
NVDY icon
2549
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.62B
$499K ﹤0.01%
29,756
-8,117
PFN
2550
PIMCO Income Strategy Fund II
PFN
$707M
$499K ﹤0.01%
67,510
+755
100 101
102
103 104