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 5.22%
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
XCEM icon
2876
Columbia EM Core ex-China ETF
XCEM
$1.31B
$339K ﹤0.01%
9,904
+185
SVM
2877
Silvercorp Metals
SVM
$1.49B
$338K ﹤0.01%
80,113
+36,291
DLX icon
2878
Deluxe
DLX
$910M
$337K ﹤0.01%
21,175
+165
IRDM icon
2879
Iridium Communications
IRDM
$1.73B
$337K ﹤0.01%
11,167
+2,136
URNJ icon
2880
Sprott Junior Uranium Miners ETF
URNJ
$355M
$337K ﹤0.01%
15,963
-9,037
ULS icon
2881
UL Solutions
ULS
$17.4B
$337K ﹤0.01%
+4,630
CBT icon
2882
Cabot Corp
CBT
$3.26B
$336K ﹤0.01%
4,479
-68
RLJ.PRA icon
2883
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$324M
$336K ﹤0.01%
14,187
+1,372
UTWO icon
2884
US Treasury 2 Year Note ETF
UTWO
$386M
$336K ﹤0.01%
6,919
-954
CPSL
2885
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$83.7M
$336K ﹤0.01%
+12,786
PPT
2886
Putnam Premier Income Trust
PPT
$346M
$335K ﹤0.01%
91,353
-144
SXI icon
2887
Standex International
SXI
$2.83B
$335K ﹤0.01%
+2,138
BKCG
2888
BNY Mellon Concentrated Growth ETF
BKCG
$123M
$335K ﹤0.01%
9,680
BRRR icon
2889
Coinshares Bitcoin ETF
BRRR
$1.06M
$334K ﹤0.01%
10,952
+241
WST icon
2890
West Pharmaceutical
WST
$18.8B
$334K ﹤0.01%
1,529
+170
NANC icon
2891
Unusual Whales Subversive Democratic Trading ETF
NANC
$255M
$333K ﹤0.01%
7,953
+208
PCM
2892
PCM Fund
PCM
$76.1M
$332K ﹤0.01%
52,415
+315
PFGC icon
2893
Performance Food Group
PFGC
$14.9B
$332K ﹤0.01%
3,793
+1,164
IBTO icon
2894
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$403M
$331K ﹤0.01%
13,496
+4,252
RHI icon
2895
Robert Half
RHI
$2.7B
$331K ﹤0.01%
8,075
-632
RWAY icon
2896
Runway Growth Finance
RWAY
$356M
$331K ﹤0.01%
30,884
-408,837
CCK icon
2897
Crown Holdings
CCK
$11.2B
$330K ﹤0.01%
3,200
-2
BPRN icon
2898
Princeton Bancorp
BPRN
$226M
$329K ﹤0.01%
10,774
+102
ITRI icon
2899
Itron
ITRI
$4.51B
$329K ﹤0.01%
2,502
+5
GROZ
2900
Zacks Focus Growth ETF
GROZ
$39.2M
$329K ﹤0.01%
12,405
-2,124
114 115
116
117 118