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
FCN icon
3326
FTI Consulting
FCN
$5.27B
$241K ﹤0.01%
1,492
+146
GCV
3327
Gabelli Convertible and Income Securities Fund
GCV
$84.5M
$241K ﹤0.01%
58,427
+479
IBOC icon
3328
International Bancshares
IBOC
$4.31B
$241K ﹤0.01%
3,504
+1
MJ icon
3329
Amplify Alternative Harvest ETF
MJ
$131M
$241K ﹤0.01%
+6,435
EINC icon
3330
VanEck Energy Income ETF
EINC
$73.1M
$240K ﹤0.01%
2,424
-277
GMED icon
3331
Globus Medical
GMED
$12.2B
$240K ﹤0.01%
4,198
+288
NJR icon
3332
New Jersey Resources
NJR
$4.54B
$240K ﹤0.01%
4,993
+97
BURL icon
3333
Burlington
BURL
$17.1B
$239K ﹤0.01%
+940
UDIV icon
3334
Franklin US Core Dividend Tilt Index ETF
UDIV
$107M
$239K ﹤0.01%
4,563
-775
BOAT icon
3335
SonicShares Global Shipping ETF
BOAT
$44.2M
$238K ﹤0.01%
+7,669
CAFX
3336
Congress Intermediate Bond ETF
CAFX
$379M
$238K ﹤0.01%
+9,493
PTA icon
3337
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.08B
$237K ﹤0.01%
11,624
+244
SPBO icon
3338
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.77B
$237K ﹤0.01%
7,982
-121
VGM icon
3339
Invesco Trust Investment Grade Municipals
VGM
$562M
$237K ﹤0.01%
23,422
-4,709
NFEB
3340
Innovator Growth-100 Power Buffer ETF - February
NFEB
$39M
$237K ﹤0.01%
8,699
-135
HYBB icon
3341
iShares BB Rated Corporate Bond ETF
HYBB
$448M
$236K ﹤0.01%
+4,985
IFN
3342
India Fund
IFN
$561M
$236K ﹤0.01%
16,105
-2,085
MID icon
3343
American Century Mid Cap Growth Impact ETF
MID
$91.2M
$236K ﹤0.01%
+3,552
BGIG icon
3344
Bahl & Gaynor Income Growth ETF
BGIG
$364M
$235K ﹤0.01%
7,289
+182
DFAW icon
3345
Dimensional World Equity ETF
DFAW
$968M
$235K ﹤0.01%
+3,271
BKCG
3346
BNY Mellon Concentrated Growth ETF
BKCG
$122M
$235K ﹤0.01%
6,575
-3,105
ACVF icon
3347
American Conservative Values ETF
ACVF
$136M
$234K ﹤0.01%
4,747
-250
CUZ icon
3348
Cousins Properties
CUZ
$4.14B
$234K ﹤0.01%
8,090
+569
GRAB icon
3349
Grab
GRAB
$21.2B
$234K ﹤0.01%
38,810
-9,817
KXI icon
3350
iShares Global Consumer Staples ETF
KXI
$891M
$234K ﹤0.01%
3,642
-5,857
132 133
134
135 136