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
VONE icon
426
Vanguard Russell 1000 ETF
VONE
$7.15B
$16.1M 0.04%
53,404
+1,158
BSCQ icon
427
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.25B
$16M 0.04%
818,480
+26,978
LGH icon
428
HCM Defender 500 Index ETF
LGH
$583M
$15.7M 0.04%
260,211
+32,285
SKYY icon
429
First Trust Cloud Computing ETF
SKYY
$3.04B
$15.6M 0.04%
116,244
-17,323
XSMO icon
430
Invesco S&P SmallCap Momentum ETF
XSMO
$2.05B
$15.6M 0.04%
212,207
+14,949
FLQM icon
431
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.77B
$15.6M 0.04%
275,905
-1,164
FDT icon
432
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$711M
$15.4M 0.04%
203,784
-1,078
PCIG icon
433
Polen Capital International Growth ETF
PCIG
$26M
$15.4M 0.04%
1,639,829
-17,230
CVS icon
434
CVS Health
CVS
$102B
$15.3M 0.04%
203,489
-1,518
CMI icon
435
Cummins
CMI
$68.7B
$15.3M 0.04%
36,318
+1,314
ORLY icon
436
O'Reilly Automotive
ORLY
$85.8B
$15.2M 0.04%
141,296
+8,642
FTSL icon
437
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$15.2M 0.04%
332,047
+2,424
PNC icon
438
PNC Financial Services
PNC
$74.8B
$14.9M 0.04%
74,162
+10,517
HSY icon
439
Hershey
HSY
$38.1B
$14.8M 0.04%
78,995
+1,213
ESGV icon
440
Vanguard ESG US Stock ETF
ESGV
$11.8B
$14.8M 0.04%
124,585
+385
CMCSA icon
441
Comcast
CMCSA
$97.3B
$14.7M 0.04%
469,304
+18,772
SRLN icon
442
State Street Blackstone Senior Loan ETF
SRLN
$6.78B
$14.7M 0.04%
354,597
+51,741
AMLP icon
443
Alerian MLP ETF
AMLP
$10.5B
$14.7M 0.04%
313,949
+39,420
BMY icon
444
Bristol-Myers Squibb
BMY
$100B
$14.7M 0.04%
326,581
-59,731
COR icon
445
Cencora
COR
$71.6B
$14.7M 0.04%
46,951
+2,022
FTGC icon
446
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
$14.6M 0.04%
562,450
-20,086
VDE icon
447
Vanguard Energy ETF
VDE
$7.24B
$14.5M 0.04%
115,563
+3,875
NLR icon
448
VanEck Uranium + Nuclear Energy ETF
NLR
$3.6B
$14.5M 0.04%
106,869
+56,586
IGSB icon
449
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$14.4M 0.04%
272,365
+59,821
RCS
450
PIMCO Strategic Income Fund
RCS
$312M
$14.4M 0.04%
1,892,290
-24,843
16 17
18
19 20