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 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TGTX icon
2951
TG Therapeutics
TGTX
$4.3B
$391K ﹤0.01%
13,120
+3,987
XMAR icon
2952
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$159M
$391K ﹤0.01%
9,785
-3,285
EIM
2953
Eaton Vance Municipal Bond Fund
EIM
$513M
$390K ﹤0.01%
40,073
+170
PTC icon
2954
PTC
PTC
$18.7B
$390K ﹤0.01%
2,239
-61
CRML icon
2955
Critical Metals Corp
CRML
$1.14B
$389K ﹤0.01%
56,031
+8,008
DMBS icon
2956
DoubleLine Mortgage ETF
DMBS
$696M
$388K ﹤0.01%
7,821
+121
VFC icon
2957
VF Corp
VFC
$6.15B
$388K ﹤0.01%
21,479
-5,079
NOK icon
2958
Nokia
NOK
$45.4B
$387K ﹤0.01%
59,867
-3,211
TJAN
2959
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.7M
$387K ﹤0.01%
14,176
-981
ALNT icon
2960
Allient
ALNT
$1.08B
$386K ﹤0.01%
+7,182
MCHI icon
2961
iShares MSCI China ETF
MCHI
$7.15B
$386K ﹤0.01%
6,421
-1,390
W icon
2962
Wayfair
W
$9.64B
$386K ﹤0.01%
+3,846
HNI icon
2963
HNI Corp
HNI
$2.88B
$385K ﹤0.01%
9,152
+2,760
IESC icon
2964
IES Holdings
IESC
$8.68B
$384K ﹤0.01%
987
+94
AMZY icon
2965
YieldMax AMZN Option Income Strategy ETF
AMZY
$206M
$383K ﹤0.01%
28,847
+17,591
RELX icon
2966
RELX
RELX
$61.4B
$383K ﹤0.01%
9,481
-5,844
BUFY
2967
FT Vest Laddered International Moderate Buffer ETF
BUFY
$73.8M
$383K ﹤0.01%
+17,240
ENPH icon
2968
Enphase Energy
ENPH
$5.58B
$382K ﹤0.01%
11,906
+927
EQL icon
2969
ALPS Equal Sector Weight ETF
EQL
$646M
$382K ﹤0.01%
8,238
+2,768
AGGS
2970
Harbor Disciplined Bond ETF
AGGS
$37.9M
$382K ﹤0.01%
9,272
BLSH
2971
Bullish
BLSH
$5.46B
$382K ﹤0.01%
10,077
+3,695
BPRN icon
2972
Princeton Bancorp
BPRN
$225M
$381K ﹤0.01%
10,980
+112
VTEI icon
2973
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.29B
$381K ﹤0.01%
3,776
+1,550
BIDD
2974
iShares International Dividend Active ETF
BIDD
$433M
$381K ﹤0.01%
13,213
-468
EXLS icon
2975
EXL Service
EXLS
$4.65B
$380K ﹤0.01%
8,964
+595
117 118
119
120 121