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 5.23%
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
BKNG icon
276
Booking.com
BKNG
$175B
$23.6M 0.07%
4,075
+4
ADBE icon
277
Adobe
ADBE
$148B
$23.4M 0.07%
60,557
+3,513
JSMD icon
278
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$763M
$23.1M 0.07%
297,621
-2,621
GBTC icon
279
Grayscale Bitcoin Trust
GBTC
$35B
$23M 0.07%
270,931
-1,625
KNG icon
280
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.43B
$22.7M 0.07%
462,708
-72,782
MS icon
281
Morgan Stanley
MS
$285B
$22.7M 0.07%
161,094
-2,961
EPD icon
282
Enterprise Products Partners
EPD
$69.5B
$22.7M 0.07%
731,563
+22,504
MU icon
283
Micron Technology
MU
$329B
$22.7M 0.07%
183,997
+20,870
MMM icon
284
3M
MMM
$85.6B
$22.6M 0.07%
148,555
-19,854
SPSM icon
285
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.2B
$22.5M 0.07%
528,971
+21,841
VNLA icon
286
Janus Henderson Short Duration Income ETF
VNLA
$2.86B
$22.3M 0.07%
452,267
+1,230
VNQ icon
287
Vanguard Real Estate ETF
VNQ
$33.6B
$22.2M 0.07%
249,157
-41,294
LQD icon
288
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.5B
$22.1M 0.07%
201,553
+1,200
SHOP icon
289
Shopify
SHOP
$213B
$22M 0.07%
191,059
+7,292
SMLF icon
290
iShares US Small Cap Equity Factor ETF
SMLF
$2.85B
$22M 0.07%
323,208
+44,461
LMBS icon
291
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.72B
$22M 0.07%
445,675
-22,599
JIRE icon
292
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.1B
$21.7M 0.07%
306,630
+15,306
ISRG icon
293
Intuitive Surgical
ISRG
$203B
$21.6M 0.07%
39,701
+6,954
VBK icon
294
Vanguard Small-Cap Growth ETF
VBK
$20.9B
$21.4M 0.07%
77,343
-17,639
EMR icon
295
Emerson Electric
EMR
$76.1B
$21.4M 0.07%
160,347
+7,940
FBCG icon
296
Fidelity Blue Chip Growth ETF
FBCG
$5.35B
$21.4M 0.07%
442,839
+48,227
CSX icon
297
CSX Corp
CSX
$67.8B
$21.2M 0.06%
650,439
+38,487
SCZ icon
298
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.7B
$21.1M 0.06%
290,122
+173,600
FPE icon
299
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$21M 0.06%
1,179,285
+4,254
HBTA
300
Horizon Expedition Plus ETF
HBTA
$100M
$20.9M 0.06%
822,291
+775,600
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12
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