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
$32.9B
AUM Growth
+$3.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,797
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

Sector Composition

1 Technology 11.87%
2 Financials 5.22%
3 Consumer Discretionary 3.69%
4 Communication Services 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQEW icon
376
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.9B
$16.6M 0.05%
121,693
+48,983
IDMO icon
377
Invesco S&P International Developed Momentum ETF
IDMO
$1.82B
$16.5M 0.05%
321,409
+295,191
FNDB icon
378
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.04B
$16.5M 0.05%
686,144
+74,330
PRF icon
379
Invesco FTSE RAFI US 1000 ETF
PRF
$8.68B
$16.4M 0.05%
388,865
+4,952
EQWL icon
380
Invesco S&P 100 Equal Weight ETF
EQWL
$1.82B
$16.4M 0.05%
148,689
+33,051
PCIG icon
381
Polen Capital International Growth ETF
PCIG
$26M
$16.3M 0.05%
1,657,059
-53,360
SKYY icon
382
First Trust Cloud Computing ETF
SKYY
$3.15B
$16.2M 0.05%
133,567
-11,065
ONEQ icon
383
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.06B
$16.2M 0.05%
202,760
+66,784
D icon
384
Dominion Energy
D
$51.9B
$16.2M 0.05%
285,875
-4,547
PYLD icon
385
PIMCO Multi Sector Bond Active ETF
PYLD
$7.89B
$16.1M 0.05%
607,150
+226,848
CMCSA icon
386
Comcast
CMCSA
$99.3B
$16.1M 0.05%
450,532
-7,691
THRO
387
iShares U.S. Thematic Rotation Active ETF
THRO
$6.39B
$16.1M 0.05%
451,729
+424,474
BP icon
388
BP
BP
$92.7B
$16M 0.05%
535,544
+14,282
PFFA icon
389
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.82B
$16M 0.05%
768,888
+266,709
LRCX icon
390
Lam Research
LRCX
$191B
$16M 0.05%
164,490
-9,161
TFC icon
391
Truist Financial
TFC
$57.1B
$16M 0.05%
372,423
+18,733
FUTY icon
392
Fidelity MSCI Utilities Index ETF
FUTY
$2.08B
$16M 0.05%
304,328
+25,788
FTLS icon
393
First Trust Long/Short Equity ETF
FTLS
$2.04B
$15.9M 0.05%
240,105
+21,348
PFF icon
394
iShares Preferred and Income Securities ETF
PFF
$14.3B
$15.9M 0.05%
518,576
-94,353
CB icon
395
Chubb
CB
$116B
$15.9M 0.05%
54,909
+929
VT icon
396
Vanguard Total World Stock ETF
VT
$54.7B
$15.8M 0.05%
123,306
+7,392
MDT icon
397
Medtronic
MDT
$123B
$15.7M 0.05%
179,805
+3,367
FTHI icon
398
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.58B
$15.6M 0.05%
684,255
+137,843
VEEV icon
399
Veeva Systems
VEEV
$47.8B
$15.6M 0.05%
54,147
-5,527
MDY icon
400
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$15.5M 0.05%
27,377
-204
14 15
16
17 18