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
TMFG icon
3001
Motley Fool Global Opportunities ETF
TMFG
$376M
$293K ﹤0.01%
9,654
CTXR icon
3002
Citius Pharmaceuticals
CTXR
$16.1M
$292K ﹤0.01%
+183,534
GTLB icon
3003
GitLab
GTLB
$6.34B
$292K ﹤0.01%
6,465
+2,206
SCHK icon
3004
Schwab 1000 Index ETF
SCHK
$4.88B
$292K ﹤0.01%
9,782
+45
FCTE
3005
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$218M
$292K ﹤0.01%
10,988
+1,186
NVA
3006
Nova Minerals Ltd
NVA
$231M
$292K ﹤0.01%
+116,280
CIM
3007
Chimera Investment
CIM
$1.03B
$291K ﹤0.01%
20,974
+8,890
GIB icon
3008
CGI
GIB
$20.1B
$291K ﹤0.01%
2,777
+26
EFO icon
3009
ProShares Ultra MSCI EAFE
EFO
$22.8M
$290K ﹤0.01%
+5,146
FUSI icon
3010
American Century Multisector Floating Income ETF
FUSI
$22.6M
$290K ﹤0.01%
5,734
-431
NFGC
3011
New Found Gold
NFGC
$1.02B
$290K ﹤0.01%
+203,166
SPTB
3012
State Street SPDR Portfolio Treasury ETF
SPTB
$149M
$290K ﹤0.01%
+9,499
CPER icon
3013
United States Copper Index Fund
CPER
$421M
$289K ﹤0.01%
9,123
+1,769
CSB icon
3014
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$247M
$289K ﹤0.01%
5,208
-1,973
FBRT
3015
Franklin BSP Realty Trust
FBRT
$820M
$289K ﹤0.01%
27,003
-1,014
JMHI icon
3016
JPMorgan High Yield Municipal ETF
JMHI
$234M
$288K ﹤0.01%
5,788
-374
NULC icon
3017
Nuveen ESG Large-Cap ETF
NULC
$50.5M
$288K ﹤0.01%
5,885
OPCH icon
3018
Option Care Health
OPCH
$5.09B
$288K ﹤0.01%
8,868
-944
SKX
3019
DELISTED
Skechers
SKX
$287K ﹤0.01%
4,547
-263
UJUN icon
3020
Innovator US Equity Ultra Buffer ETF June
UJUN
$82.3M
$287K ﹤0.01%
8,063
+1,297
H icon
3021
Hyatt Hotels
H
$15.3B
$286K ﹤0.01%
2,046
-47
HYZD icon
3022
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$200M
$286K ﹤0.01%
12,778
+1,256
KBWY icon
3023
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$251M
$286K ﹤0.01%
18,165
-449
SMTC icon
3024
Semtech
SMTC
$6.89B
$286K ﹤0.01%
+6,336
VAC icon
3025
Marriott Vacations Worldwide
VAC
$2.01B
$285K ﹤0.01%
3,948
+121
119 120
121
122 123