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
CSX icon
326
CSX Corp
CSX
$65.8B
$21.3M 0.06%
600,853
-49,586
BUFQ icon
327
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.09B
$21.2M 0.06%
609,655
+53,369
WTV icon
328
WisdomTree US Value Fund
WTV
$2.05B
$21.2M 0.06%
233,239
+16,825
NULV icon
329
Nuveen ESG Large-Cap Value ETF
NULV
$1.92B
$21.1M 0.06%
481,685
+5,425
ASML icon
330
ASML
ASML
$411B
$21M 0.06%
21,707
+334
IWL icon
331
iShares Russell Top 200 ETF
IWL
$1.96B
$21M 0.06%
126,177
-251
KLAC icon
332
KLA
KLAC
$154B
$20.9M 0.06%
19,392
+3,836
EMR icon
333
Emerson Electric
EMR
$74.9B
$20.9M 0.06%
159,351
-996
SPAB icon
334
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.14B
$20.7M 0.06%
800,960
-189,546
XLG icon
335
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$20.7M 0.06%
359,886
-23,006
TMO icon
336
Thermo Fisher Scientific
TMO
$222B
$20.5M 0.06%
42,352
+960
HYG icon
337
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$20.5M 0.06%
252,774
+33,477
LRCX icon
338
Lam Research
LRCX
$196B
$20.4M 0.06%
152,664
-11,826
VYMI icon
339
Vanguard International High Dividend Yield ETF
VYMI
$13.5B
$20.3M 0.06%
240,175
+78,804
VGSH icon
340
Vanguard Short-Term Treasury ETF
VGSH
$24.8B
$20.3M 0.06%
344,803
+28,614
BSCS icon
341
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3B
$20.2M 0.06%
980,552
+65,316
SHW icon
342
Sherwin-Williams
SHW
$85.2B
$20.1M 0.06%
58,068
+2,178
ADBE icon
343
Adobe
ADBE
$134B
$20.1M 0.06%
56,982
-3,575
IYK icon
344
iShares US Consumer Staples ETF
IYK
$1.32B
$20M 0.05%
292,520
+3,723
FENI icon
345
Fidelity Enhanced International ETF
FENI
$5.1B
$19.8M 0.05%
562,185
+41,411
BINC icon
346
BlackRock Flexible Income ETF
BINC
$14.3B
$19.8M 0.05%
371,952
+42,747
UCON icon
347
First Trust Smith Unconstrained Bond ETF
UCON
$3.15B
$19.6M 0.05%
776,325
-478,933
SCHV icon
348
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$19.5M 0.05%
671,158
-22,460
NET icon
349
Cloudflare
NET
$70.1B
$19.5M 0.05%
90,916
-4,392
JHMM icon
350
John Hancock Multifactor Mid Cap ETF
JHMM
$4.55B
$19.4M 0.05%
299,774
-34,609
12 13
14
15 16