Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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 5.07%
3 Consumer Discretionary 3.53%
4 Communication Services 3.12%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EG icon
2826
Everest Group
EG
$13.9B
$449K ﹤0.01%
1,323
-287
DJIA icon
2827
Global X Dow 30 Covered Call ETF
DJIA
$169M
$449K ﹤0.01%
20,392
+4,757
AAON icon
2828
Aaon
AAON
$11.4B
$449K ﹤0.01%
5,888
+342
HYFI icon
2829
AB High Yield ETF
HYFI
$330M
$448K ﹤0.01%
11,921
-479
EMO
2830
ClearBridge Energy Midstream Opportunity Fund
EMO
$989M
$445K ﹤0.01%
9,956
+749
ZAPR
2831
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$82.3M
$445K ﹤0.01%
17,269
+1,935
LVDS
2832
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$102M
$445K ﹤0.01%
8,963
-3,360
ARKX icon
2833
ARK Space & Defense Innovation ETF
ARKX
$931M
$444K ﹤0.01%
15,330
+3,249
DOL icon
2834
WisdomTree True Developed International Fund
DOL
$815M
$444K ﹤0.01%
6,746
+399
LOPE icon
2835
Grand Canyon Education
LOPE
$4.4B
$444K ﹤0.01%
2,670
+112
STBA icon
2836
S&T Bancorp
STBA
$1.61B
$444K ﹤0.01%
11,289
-475
UHS icon
2837
Universal Health Services
UHS
$10.4B
$444K ﹤0.01%
2,035
+49
DBL
2838
DoubleLine Opportunistic Credit Fund
DBL
$288M
$443K ﹤0.01%
29,018
-9
ETG
2839
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
$443K ﹤0.01%
19,179
-525
CPNG icon
2840
Coupang
CPNG
$30.5B
$442K ﹤0.01%
18,731
-1,151
PCN
2841
PIMCO Corporate & Income Strategy Fund
PCN
$891M
$442K ﹤0.01%
34,604
+1,830
AVLC icon
2842
Avantis US Large Cap Equity ETF
AVLC
$1.2B
$441K ﹤0.01%
+5,613
TUGN icon
2843
STF Tactical Growth & Income ETF
TUGN
$82.7M
$441K ﹤0.01%
17,408
+5,760
BAM icon
2844
Brookfield Asset Management
BAM
$81.5B
$439K ﹤0.01%
8,371
+1,001
COO icon
2845
Cooper Companies
COO
$11.7B
$439K ﹤0.01%
5,352
-1,383
CPBI icon
2846
Central Plains Bancshares
CPBI
$73.5M
$439K ﹤0.01%
25,930
+1,120
MEGI
2847
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$795M
$439K ﹤0.01%
31,874
+7,552
PREF icon
2848
Principal Spectrum Preferred Securities Active ETF
PREF
$1.47B
$439K ﹤0.01%
23,037
+379
JCE icon
2849
Nuveen Core Equity Alpha Fund
JCE
$278M
$438K ﹤0.01%
27,492
-7,338
LAD icon
2850
Lithia Motors
LAD
$6.7B
$438K ﹤0.01%
1,317
-2,131
112 113
114
115 116