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
IWD icon
251
iShares Russell 1000 Value ETF
IWD
$67.7B
$29.4M 0.08%
144,275
-122
IBHF icon
252
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.03B
$29.2M 0.08%
1,249,668
+81,711
ESGU icon
253
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$28.7M 0.08%
197,270
+3,138
QDPL icon
254
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.35B
$28.7M 0.08%
685,337
+63,465
IGV icon
255
iShares Expanded Tech-Software Sector ETF
IGV
$8.25B
$28.5M 0.08%
247,803
-35,015
SYK icon
256
Stryker
SYK
$142B
$28.3M 0.08%
76,482
-5,846
GD icon
257
General Dynamics
GD
$92.3B
$28.2M 0.08%
82,766
-3,206
CGXU icon
258
Capital Group International Focus Equity ETF
CGXU
$4.3B
$27.8M 0.08%
940,062
+25,584
ETN icon
259
Eaton
ETN
$134B
$27.8M 0.08%
74,284
+7,650
FSK icon
260
FS KKR Capital
FSK
$4.51B
$27.8M 0.08%
1,859,304
-219,511
ARKK icon
261
ARK Innovation ETF
ARKK
$7.47B
$27.7M 0.08%
321,150
+81,873
FLOT icon
262
iShares Floating Rate Bond ETF
FLOT
$9.01B
$27.6M 0.08%
541,057
+18,081
ICSH icon
263
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.56B
$27.5M 0.08%
542,338
+144,420
AMAT icon
264
Applied Materials
AMAT
$201B
$27.5M 0.08%
134,377
+4,240
VT icon
265
Vanguard Total World Stock ETF
VT
$57.3B
$27.5M 0.08%
199,349
+76,043
HON icon
266
Honeywell
HON
$122B
$27.2M 0.07%
129,352
+10,012
OUNZ icon
267
VanEck Merk Gold Trust
OUNZ
$2.41B
$26.9M 0.07%
723,896
+200,453
FBCG icon
268
Fidelity Blue Chip Growth ETF
FBCG
$5.2B
$26.9M 0.07%
500,824
+57,985
LMBS icon
269
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.64B
$26.7M 0.07%
536,250
+90,575
VNLA icon
270
Janus Henderson Short Duration Income ETF
VNLA
$2.8B
$26.4M 0.07%
535,131
+82,864
IEI icon
271
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$26M 0.07%
217,614
+2,969
SPSM icon
272
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
$25.9M 0.07%
559,958
+30,987
GOVT icon
273
iShares US Treasury Bond ETF
GOVT
$33.4B
$25.9M 0.07%
1,121,723
+40,218
VONG icon
274
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$25.8M 0.07%
214,150
+24,776
XLI icon
275
Industrial Select Sector SPDR Fund
XLI
$23.9B
$25.5M 0.07%
165,641
+44,781
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