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
BSCQ icon
401
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$15.4M 0.05%
791,502
+83,821
ARM icon
402
Arm
ARM
$150B
$15.4M 0.05%
95,437
-14,283
AEP icon
403
American Electric Power
AEP
$65B
$15.4M 0.05%
148,406
+7,542
HUSV icon
404
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$95M
$15.4M 0.05%
385,513
-164,561
C icon
405
Citigroup
C
$179B
$15.3M 0.05%
180,139
+21,647
FNDE icon
406
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.11B
$15.3M 0.05%
463,904
+76,034
DCOR icon
407
Dimensional US Core Equity 1 ETF
DCOR
$2.13B
$15.3M 0.05%
228,977
+35,717
FTSL icon
408
First Trust Senior Loan Fund ETF
FTSL
$2.41B
$15.1M 0.05%
329,623
-105,237
SCHA icon
409
Schwab U.S Small- Cap ETF
SCHA
$20B
$15.1M 0.05%
597,667
+38,307
TSCO icon
410
Tractor Supply
TSCO
$29.3B
$15.1M 0.05%
286,066
-1,298
VTIP icon
411
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$15.1M 0.05%
299,674
+70,696
FLQM icon
412
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.69B
$15M 0.05%
277,069
+41,478
ACN icon
413
Accenture
ACN
$153B
$15M 0.05%
50,061
-717
UNP icon
414
Union Pacific
UNP
$131B
$14.9M 0.05%
64,839
-4,179
DFAU icon
415
Dimensional US Core Equity Market ETF
DFAU
$9.43B
$14.7M 0.04%
347,364
+32,963
IRM icon
416
Iron Mountain
IRM
$27.2B
$14.7M 0.04%
143,456
+1,200
SCHW icon
417
Charles Schwab
SCHW
$169B
$14.7M 0.04%
160,994
-10,473
VONE icon
418
Vanguard Russell 1000 ETF
VONE
$6.92B
$14.7M 0.04%
52,246
+3,020
DFAI icon
419
Dimensional International Core Equity Market ETF
DFAI
$11.8B
$14.5M 0.04%
419,885
+110,285
FXU icon
420
First Trust Utilities AlphaDEX Fund
FXU
$1.78B
$14.4M 0.04%
340,578
+274,201
FTGC icon
421
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.34B
$14.4M 0.04%
582,536
+19,897
NVO icon
422
Novo Nordisk
NVO
$215B
$14.4M 0.04%
207,969
+47,243
IYF icon
423
iShares US Financials ETF
IYF
$4.01B
$14.3M 0.04%
118,170
+1,457
MCK icon
424
McKesson
MCK
$105B
$14.2M 0.04%
19,351
-3,682
KKR icon
425
KKR & Co
KKR
$107B
$14.2M 0.04%
106,498
+6,692
15 16
17
18 19