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
FSS icon
2826
Federal Signal
FSS
$6.75B
$420K ﹤0.01%
3,528
+221
PSH icon
2827
PGIM Short Duration High Yield ETF
PSH
$101M
$420K ﹤0.01%
+8,267
PXH icon
2828
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.74B
$420K ﹤0.01%
16,517
-5,604
SAN icon
2829
Banco Santander
SAN
$163B
$419K ﹤0.01%
39,974
+7,817
BCPC
2830
Balchem Corp
BCPC
$4.97B
$419K ﹤0.01%
2,795
-4,904
ZDEK
2831
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$90.5M
$417K ﹤0.01%
16,511
-2,186
CNX icon
2832
CNX Resources
CNX
$5.44B
$416K ﹤0.01%
12,948
-691
ETG
2833
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.72B
$416K ﹤0.01%
19,704
-1,743
FUBO icon
2834
FuboTV Inc
FUBO
$984M
$416K ﹤0.01%
100,290
+55,700
RLJ.PRA icon
2835
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$324M
$416K ﹤0.01%
16,488
+2,301
FTI icon
2836
TechnipFMC
FTI
$19.1B
$415K ﹤0.01%
+10,521
EMO
2837
ClearBridge Energy Midstream Opportunity Fund
EMO
$850M
$414K ﹤0.01%
9,207
+1,303
FULT icon
2838
Fulton Financial
FULT
$3.43B
$414K ﹤0.01%
22,235
WIX icon
2839
WIX.com
WIX
$5.68B
$414K ﹤0.01%
2,330
+858
XYLG icon
2840
Global X S&P 500 Covered Call & Growth ETF
XYLG
$60.9M
$413K ﹤0.01%
14,331
+5,039
INQQ icon
2841
India Internet & Ecommerce ETF
INQQ
$59M
$412K ﹤0.01%
26,404
+1,275
SLG icon
2842
SL Green Realty
SLG
$3.16B
$412K ﹤0.01%
6,886
-217
TJAN
2843
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$35.4M
$410K ﹤0.01%
15,157
PHB icon
2844
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$395M
$409K ﹤0.01%
22,022
-921
BSCX icon
2845
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$807M
$408K ﹤0.01%
19,001
+5,657
DLX icon
2846
Deluxe
DLX
$936M
$408K ﹤0.01%
21,052
-123
MMT
2847
MFS Multimarket Income Trust
MMT
$260M
$407K ﹤0.01%
85,141
-2,000
PEZ icon
2848
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$24.8M
$407K ﹤0.01%
+4,044
SYBT icon
2849
Stock Yards Bancorp
SYBT
$1.98B
$407K ﹤0.01%
5,808
+1
GAL icon
2850
State Street Global Allocation ETF
GAL
$273M
$406K ﹤0.01%
8,275
+139
112 113
114
115 116