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
$36.4B
AUM Growth
+$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$39.9M
3
+$25.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$25M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$22.7M

Top Sells

1
+$28M
2
+$22.4M
3
+$16.9M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.5M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$13.4M

Sector Composition

1 Technology 12.56%
2 Financials 4.99%
3 Consumer Discretionary 3.68%
4 Communication Services 3.05%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFH
3101
FT Vest Laddered Max Buffer ETF
BUFH
$16.6M
$305K ﹤0.01%
+14,822
LPX icon
3102
Louisiana-Pacific
LPX
$5.72B
$304K ﹤0.01%
3,425
-134
GROZ
3103
Zacks Focus Growth ETF
GROZ
$50.2M
$304K ﹤0.01%
10,371
-2,034
FITE icon
3104
State Street SPDR S&P Kensho Future Security ETF
FITE
$94.7M
$303K ﹤0.01%
3,544
-551
NOK icon
3105
Nokia
NOK
$34.2B
$303K ﹤0.01%
63,078
-5,491
TUGN icon
3106
STF Tactical Growth & Income ETF
TUGN
$68.3M
$303K ﹤0.01%
11,648
+3,040
APLE icon
3107
Apple Hospitality REIT
APLE
$2.74B
$302K ﹤0.01%
25,156
+12,252
AXS icon
3108
AXIS Capital
AXS
$7.66B
$302K ﹤0.01%
3,147
-6,629
FEPI icon
3109
REX FANG & Innovation Equity Premium Income ETF
FEPI
$583M
$302K ﹤0.01%
6,446
+1,898
MGEE icon
3110
MGE Energy Inc
MGEE
$2.87B
$302K ﹤0.01%
+3,587
KBH icon
3111
KB Home
KBH
$4.16B
$301K ﹤0.01%
4,735
+584
INDY icon
3112
iShares S&P India Nifty 50 Index Fund
INDY
$686M
$300K ﹤0.01%
5,892
+28
AVIV icon
3113
Avantis International Large Cap Value ETF
AVIV
$956M
$299K ﹤0.01%
4,434
+9
HNI icon
3114
HNI Corp
HNI
$1.89B
$299K ﹤0.01%
6,392
-230
CRML icon
3115
Critical Metals Corp
CRML
$1.16B
$299K ﹤0.01%
48,023
+8,023
DINT icon
3116
Davis Select International ETF
DINT
$257M
$298K ﹤0.01%
+10,646
OII icon
3117
Oceaneering
OII
$2.72B
$298K ﹤0.01%
12,021
+196
HNGE
3118
Hinge Health
HNGE
$3.91B
$298K ﹤0.01%
+6,067
CAMT icon
3119
Camtek
CAMT
$5.41B
$297K ﹤0.01%
+2,824
SBRA icon
3120
Sabra Healthcare REIT
SBRA
$4.75B
$296K ﹤0.01%
15,892
-1,666
THY icon
3121
Toews Agility Shares Dynamic Tactical Income ETF
THY
$62.4M
$296K ﹤0.01%
+13,022
CWS icon
3122
AdvisorShares Focused Equity ETF
CWS
$184M
$295K ﹤0.01%
4,295
-33,521
MUFG icon
3123
Mitsubishi UFJ Financial
MUFG
$188B
$295K ﹤0.01%
18,525
+2,902
ACRE
3124
Ares Commercial Real Estate
ACRE
$283M
$294K ﹤0.01%
65,177
-2,670
AUGT icon
3125
AllianzIM U.S. Large Cap Buffer10 Aug ETF
AUGT
$37.2M
$294K ﹤0.01%
+8,419
123 124
125
126 127