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 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLOT icon
251
iShares Floating Rate Bond ETF
FLOT
$9.2B
$29M 0.08%
569,589
+28,532
LRCX icon
252
Lam Research
LRCX
$278B
$28.8M 0.08%
168,345
+15,681
ESGU icon
253
iShares ESG Aware MSCI USA ETF
ESGU
$15.7B
$28.6M 0.08%
192,113
-5,157
SPHQ icon
254
Invesco S&P 500 Quality ETF
SPHQ
$16.5B
$28.5M 0.08%
379,185
-46,045
GD icon
255
General Dynamics
GD
$98.6B
$28.4M 0.08%
84,306
+1,540
VNLA icon
256
Janus Henderson Short Duration Income ETF
VNLA
$3.06B
$28M 0.07%
568,976
+33,845
TJX icon
257
TJX Companies
TJX
$179B
$28M 0.07%
181,994
+16,514
VONG icon
258
Vanguard Russell 1000 Growth ETF
VONG
$36.9B
$27.9M 0.07%
229,063
+14,913
LMBS icon
259
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.98B
$27.8M 0.07%
555,539
+19,289
VNQ icon
260
Vanguard Real Estate ETF
VNQ
$36.7B
$27.6M 0.07%
311,655
+39,380
PYLD icon
261
PIMCO Multi Sector Bond Active ETF
PYLD
$12.3B
$27.5M 0.07%
1,030,793
+321,424
AVUV icon
262
Avantis US Small Cap Value ETF
AVUV
$23.5B
$27.4M 0.07%
268,525
-47,636
FBCG icon
263
Fidelity Blue Chip Growth ETF
FBCG
$5.39B
$27.1M 0.07%
494,085
-6,739
PSLV icon
264
Sprott Physical Silver Trust
PSLV
$17.5B
$27.1M 0.07%
1,145,283
+327,169
TLH icon
265
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$27M 0.07%
265,776
-57,647
SYK icon
266
Stryker
SYK
$147B
$26.9M 0.07%
76,405
-77
IDEV icon
267
iShares Core MSCI International Developed Markets ETF
IDEV
$28.8B
$26.8M 0.07%
324,895
-127,917
CWB icon
268
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.11B
$26.8M 0.07%
300,389
+34,842
FSCO
269
FS Credit Opportunities Corp
FSCO
$1.01B
$26.7M 0.07%
4,241,218
-335,316
VT icon
270
Vanguard Total World Stock ETF
VT
$63.3B
$26.7M 0.07%
189,115
-10,234
RDVI icon
271
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.85B
$26.6M 0.07%
1,015,521
+106,758
EEM icon
272
iShares MSCI Emerging Markets ETF
EEM
$28B
$26.5M 0.07%
484,873
+62,830
XLI icon
273
State Street Industrial Select Sector SPDR ETF
XLI
$31.6B
$26.4M 0.07%
170,451
+4,810
MS icon
274
Morgan Stanley
MS
$266B
$26.4M 0.07%
148,721
+5,886
PFFA icon
275
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.23B
$26.4M 0.07%
1,224,354
+370,196
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