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 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FELG icon
376
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.65B
$19.2M 0.05%
461,246
-148,744
FNDB icon
377
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.16B
$19.2M 0.05%
723,445
+23,443
NOW icon
378
ServiceNow
NOW
$119B
$19.1M 0.05%
124,607
+7,292
SPLV icon
379
Invesco S&P 500 Low Volatility ETF
SPLV
$8.25B
$19.1M 0.05%
266,943
-59,747
PRF icon
380
Invesco FTSE RAFI US 1000 ETF
PRF
$9B
$19M 0.05%
405,867
+12,459
JGRO icon
381
JPMorgan Active Growth ETF
JGRO
$8.44B
$19M 0.05%
204,795
+28,826
DFAI icon
382
Dimensional International Core Equity Market ETF
DFAI
$14.4B
$18.9M 0.05%
495,769
+33,444
NLR icon
383
VanEck Uranium + Nuclear Energy ETF
NLR
$4.86B
$18.9M 0.05%
151,938
+45,069
FUTY icon
384
Fidelity MSCI Utilities Index ETF
FUTY
$2.46B
$18.8M 0.05%
341,024
+27,627
MCK icon
385
McKesson
MCK
$120B
$18.8M 0.05%
22,940
+1,595
CB icon
386
Chubb
CB
$131B
$18.8M 0.05%
60,117
-1,601
VOE icon
387
Vanguard Mid-Cap Value ETF
VOE
$21.9B
$18.7M 0.05%
105,338
-2,511
VCLT icon
388
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$18.6M 0.05%
245,117
+4,223
HEFA icon
389
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.09B
$18.5M 0.05%
448,039
+1,809
CMI icon
390
Cummins
CMI
$79.3B
$18.4M 0.05%
36,022
-296
SHW icon
391
Sherwin-Williams
SHW
$86.1B
$18.2M 0.05%
56,167
-1,901
FTC icon
392
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.22B
$18.2M 0.05%
113,772
+5,581
DCOR icon
393
Dimensional US Core Equity 1 ETF
DCOR
$2.65B
$18.2M 0.05%
247,000
+9,375
XLP icon
394
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.8B
$18.1M 0.05%
233,127
-197
VRT icon
395
Vertiv
VRT
$96.1B
$18.1M 0.05%
111,754
-10,608
IAGG icon
396
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$18.1M 0.05%
361,146
+37,871
QTUM icon
397
Defiance Quantum ETF
QTUM
$3.59B
$18M 0.05%
164,452
+50,974
PAVE icon
398
Global X US Infrastructure Development ETF
PAVE
$12.2B
$17.8M 0.05%
373,390
+29,153
CINF icon
399
Cincinnati Financial
CINF
$26.1B
$17.8M 0.05%
109,166
+3,127
FNDE icon
400
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.98B
$17.8M 0.05%
493,636
+21,752
14 15
16
17 18