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
TGTX icon
2951
TG Therapeutics
TGTX
$6.56B
$391K ﹤0.01%
13,120
+3,987
XMAR icon
2952
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$131M
$391K ﹤0.01%
9,785
-3,285
PTC icon
2953
PTC
PTC
$17.5B
$390K ﹤0.01%
2,239
-61
EIM
2954
Eaton Vance Municipal Bond Fund
EIM
$513M
$390K ﹤0.01%
40,073
+170
CRML icon
2955
Critical Metals Corp
CRML
$1.84B
$389K ﹤0.01%
56,031
+8,008
VFC icon
2956
VF Corp
VFC
$7.43B
$388K ﹤0.01%
21,479
-5,079
DMBS icon
2957
DoubleLine Mortgage ETF
DMBS
$694M
$388K ﹤0.01%
7,821
+121
TJAN
2958
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.1M
$387K ﹤0.01%
14,176
-981
NOK icon
2959
Nokia
NOK
$71.6B
$387K ﹤0.01%
59,867
-3,211
W icon
2960
Wayfair
W
$8.75B
$386K ﹤0.01%
+3,846
MCHI icon
2961
iShares MSCI China ETF
MCHI
$6.84B
$386K ﹤0.01%
6,421
-1,390
ALNT icon
2962
Allient
ALNT
$1.13B
$386K ﹤0.01%
+7,182
HNI icon
2963
HNI Corp
HNI
$2.42B
$385K ﹤0.01%
9,152
+2,760
IESC icon
2964
IES Holdings
IESC
$13.3B
$384K ﹤0.01%
987
+94
BUFY
2965
FT Vest Laddered International Moderate Buffer ETF
BUFY
$108M
$383K ﹤0.01%
+17,240
RELX icon
2966
RELX
RELX
$59.6B
$383K ﹤0.01%
9,481
-5,844
AMZY icon
2967
YieldMax AMZN Option Income Strategy ETF
AMZY
$252M
$383K ﹤0.01%
28,847
+17,591
BLSH
2968
Bullish
BLSH
$6.62B
$382K ﹤0.01%
10,077
+3,695
AGGS
2969
Harbor Disciplined Bond ETF
AGGS
$38.7M
$382K ﹤0.01%
9,272
EQL icon
2970
ALPS Equal Sector Weight ETF
EQL
$695M
$382K ﹤0.01%
8,238
+2,768
ENPH icon
2971
Enphase Energy
ENPH
$4.8B
$382K ﹤0.01%
11,906
+927
BIDD
2972
iShares International Dividend Active ETF
BIDD
$452M
$381K ﹤0.01%
13,213
-468
VTEI icon
2973
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.33B
$381K ﹤0.01%
3,776
+1,550
BPRN icon
2974
Princeton Bancorp
BPRN
$241M
$381K ﹤0.01%
10,980
+112
AJUL
2975
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$58.9M
$380K ﹤0.01%
13,063
117 118
119
120 121