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
NUBD icon
351
Nuveen ESG US Aggregate Bond ETF
NUBD
$452M
$19.4M 0.05%
863,300
+12,185
BSCR icon
352
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.28B
$19.3M 0.05%
980,597
+56,880
D icon
353
Dominion Energy
D
$53.6B
$19.3M 0.05%
315,409
+29,534
DELL icon
354
Dell
DELL
$89.4B
$19.3M 0.05%
136,053
-5,764
MDT icon
355
Medtronic
MDT
$135B
$19.2M 0.05%
201,945
+22,140
HOOD icon
356
Robinhood
HOOD
$116B
$19.2M 0.05%
133,765
+49,867
IYZ icon
357
iShares US Telecommunications ETF
IYZ
$618M
$19.2M 0.05%
593,702
+323,076
ENB icon
358
Enbridge
ENB
$106B
$19.1M 0.05%
378,424
+10,961
UPS icon
359
United Parcel Service
UPS
$81.3B
$19M 0.05%
228,007
+34,701
PYLD icon
360
PIMCO Multi Sector Bond Active ETF
PYLD
$9.6B
$19M 0.05%
709,369
+102,219
DFAS icon
361
Dimensional US Small Cap ETF
DFAS
$11.9B
$19M 0.05%
277,371
+15,552
MGC icon
362
Vanguard Mega Cap 300 Index ETF
MGC
$9.06B
$18.9M 0.05%
77,568
-8,424
ESGD icon
363
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$18.9M 0.05%
203,209
+5,903
VOE icon
364
Vanguard Mid-Cap Value ETF
VOE
$19.7B
$18.8M 0.05%
107,849
-8,262
VCLT icon
365
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.32B
$18.7M 0.05%
240,894
+128,394
DSTL icon
366
Distillate US Fundamental Stability & Value ETF
DSTL
$1.84B
$18.7M 0.05%
322,496
+4,339
ONEQ icon
367
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.33B
$18.7M 0.05%
209,695
+6,935
PFFA icon
368
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.92B
$18.5M 0.05%
854,158
+85,270
JGLO icon
369
JPMorgan Global Select Equity ETF
JGLO
$7.25B
$18.5M 0.05%
273,434
-106,969
VRT icon
370
Vertiv
VRT
$68.7B
$18.5M 0.05%
122,362
-9,093
F icon
371
Ford
F
$52.9B
$18.4M 0.05%
1,536,590
-16,406
C icon
372
Citigroup
C
$185B
$18.4M 0.05%
180,910
+771
HUSV icon
373
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$94.5M
$18.4M 0.05%
460,842
+75,329
THRO
374
iShares U.S. Thematic Rotation Active ETF
THRO
$6.92B
$18.3M 0.05%
483,956
+32,227
VST icon
375
Vistra
VST
$60.6B
$18.3M 0.05%
93,444
+3,937
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