Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
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 4.9%
3 Consumer Discretionary 3.53%
4 Communication Services 3.11%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
3301
Insulet
PODD
$15.5B
$270K ﹤0.01%
949
-1,420
ROAD icon
3302
Construction Partners
ROAD
$6.42B
$270K ﹤0.01%
2,490
+86
VVR icon
3303
Invesco Senior Income Trust
VVR
$473M
$270K ﹤0.01%
82,511
+3,368
CPNM
3304
Calamos Nasdaq-100 Structured Alt Protection ETF - March
CPNM
$13.1M
$270K ﹤0.01%
10,365
-9,060
BATT icon
3305
Amplify Lithium & Battery Technology ETF
BATT
$111M
$269K ﹤0.01%
+19,486
CALX icon
3306
Calix
CALX
$3.32B
$269K ﹤0.01%
5,090
-2,704
DPRO
3307
Draganfly
DPRO
$221M
$269K ﹤0.01%
38,882
+21,582
EPS icon
3308
WisdomTree US LargeCap Fund
EPS
$1.36B
$269K ﹤0.01%
3,798
-30,666
LPX icon
3309
Louisiana-Pacific
LPX
$5.25B
$269K ﹤0.01%
3,328
-97
WDIV icon
3310
State Street SPDR S&P Global Dividend ETF
WDIV
$248M
$269K ﹤0.01%
3,571
-1,338
ITRI icon
3311
Itron
ITRI
$3.99B
$268K ﹤0.01%
2,886
+274
KOD icon
3312
Kodiak Sciences
KOD
$1.41B
$268K ﹤0.01%
+9,600
LNKB icon
3313
LINKBANCORP
LNKB
$312M
$268K ﹤0.01%
32,401
VCRM
3314
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.15B
$268K ﹤0.01%
3,543
+305
CPRX icon
3315
Catalyst Pharmaceutical
CPRX
$2.8B
$267K ﹤0.01%
11,461
+676
DOCS icon
3316
Doximity
DOCS
$4.47B
$267K ﹤0.01%
6,038
-2,771
HYHG icon
3317
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$165M
$267K ﹤0.01%
4,149
+793
MHO icon
3318
M/I Homes
MHO
$3.33B
$267K ﹤0.01%
2,090
-506
PFFR icon
3319
InfraCap REIT Preferred ETF
PFFR
$112M
$267K ﹤0.01%
+14,810
SGDM icon
3320
Sprott Gold Miners ETF
SGDM
$753M
$267K ﹤0.01%
3,833
+210
BTT icon
3321
BlackRock Municipal 2030 Target Term Trust
BTT
$1.45B
$266K ﹤0.01%
11,678
CCK icon
3322
Crown Holdings
CCK
$11.8B
$266K ﹤0.01%
2,579
-784
MBCN
3323
DELISTED
Middlefield Banc Corp
MBCN
$266K ﹤0.01%
7,691
+11
OUSA icon
3324
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$754M
$266K ﹤0.01%
4,619
-786
RIGL icon
3325
Rigel Pharmaceuticals
RIGL
$478M
$266K ﹤0.01%
+6,199
131 132
133
134 135