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
AWAY icon
2951
Amplify Travel Tech ETF
AWAY
$39.5M
$309K ﹤0.01%
14,340
+597
CGAU
2952
Centerra Gold
CGAU
$2.43B
$309K ﹤0.01%
+43,020
PIN icon
2953
Invesco India ETF
PIN
$218M
$308K ﹤0.01%
11,412
-140
DJD icon
2954
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$396M
$307K ﹤0.01%
5,771
+1,007
KOKU icon
2955
Xtrackers MSCI Kokusai Equity ETF
KOKU
$692M
$307K ﹤0.01%
+2,800
MBSD icon
2956
FlexShares Disciplined Duration MBS Index Fund
MBSD
$86.6M
$307K ﹤0.01%
+14,840
RWX icon
2957
SPDR Dow Jones International Real Estate ETF
RWX
$299M
$307K ﹤0.01%
+11,209
SDHY
2958
PGIM Short Duration High Yield Opportunities Fund
SDHY
$402M
$307K ﹤0.01%
18,231
+955
CPRI icon
2959
Capri Holdings
CPRI
$2.59B
$306K ﹤0.01%
17,297
-1,123
GNW icon
2960
Genworth Financial
GNW
$3.41B
$306K ﹤0.01%
39,348
+8
LPX icon
2961
Louisiana-Pacific
LPX
$5.25B
$306K ﹤0.01%
3,559
+77
AMED
2962
DELISTED
Amedisys
AMED
$305K ﹤0.01%
+3,101
EQR icon
2963
Equity Residential
EQR
$22.6B
$305K ﹤0.01%
4,518
+67
HURN icon
2964
Huron Consulting
HURN
$2.85B
$305K ﹤0.01%
2,214
+20
KARS icon
2965
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$84.3M
$305K ﹤0.01%
13,863
-319
CLOZ icon
2966
Panagram BBB-B CLO ETF
CLOZ
$858M
$304K ﹤0.01%
11,351
-17,908
LMND icon
2967
Lemonade
LMND
$5.27B
$304K ﹤0.01%
+6,944
SBSW icon
2968
Sibanye-Stillwater
SBSW
$7.86B
$303K ﹤0.01%
+41,993
THS icon
2969
Treehouse Foods
THS
$1.2B
$303K ﹤0.01%
15,594
+57
ABTC
2970
American Bitcoin Corp
ABTC
$4.5B
$303K ﹤0.01%
68,745
-9,400
STXD icon
2971
Strive 1000 Dividend Growth ETF
STXD
$52.8M
$302K ﹤0.01%
8,685
-36,665
IFN
2972
India Fund
IFN
$615M
$301K ﹤0.01%
18,190
-2,480
IVOV icon
2973
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.05B
$301K ﹤0.01%
3,150
-128
PDM
2974
Piedmont Realty Trust
PDM
$1.03B
$301K ﹤0.01%
41,226
+951
SITM icon
2975
SiTime
SITM
$7.38B
$301K ﹤0.01%
+1,412
117 118
119
120 121