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
JMBS icon
451
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$7.07B
$14.4M 0.04%
314,294
+12,365
KKR icon
452
KKR & Co
KKR
$118B
$14.3M 0.04%
109,913
+3,415
VTEB icon
453
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$14.3M 0.04%
284,999
+21,778
IRM icon
454
Iron Mountain
IRM
$27.1B
$14.2M 0.04%
139,491
-3,965
KMI icon
455
Kinder Morgan
KMI
$61.2B
$14.2M 0.04%
502,148
-75,520
KNG icon
456
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.52B
$14M 0.04%
283,755
-178,953
SSO icon
457
ProShares Ultra S&P500
SSO
$8.01B
$14M 0.04%
249,272
+1,052
VIOO icon
458
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.29B
$13.9M 0.04%
126,198
+2,852
COF icon
459
Capital One
COF
$149B
$13.9M 0.04%
65,329
+6,162
FTHI icon
460
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.88B
$13.9M 0.04%
584,515
-99,740
DAL icon
461
Delta Air Lines
DAL
$44.7B
$13.8M 0.04%
243,296
-13,933
FBTC icon
462
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.9B
$13.8M 0.04%
138,186
+42,176
PSX icon
463
Phillips 66
PSX
$57B
$13.7M 0.04%
101,023
+3,146
VEEV icon
464
Veeva Systems
VEEV
$36B
$13.7M 0.04%
46,099
-8,048
CGIC
465
Capital Group International Core Equity ETF
CGIC
$1.03B
$13.7M 0.04%
445,337
+80,248
MPC icon
466
Marathon Petroleum
MPC
$54.4B
$13.7M 0.04%
71,133
+3,701
SPTL icon
467
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$13.7M 0.04%
507,581
+12,653
PALC icon
468
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$259M
$13.7M 0.04%
263,685
+28,512
AOA icon
469
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.81B
$13.6M 0.04%
153,807
-7,273
MRVL icon
470
Marvell Technology
MRVL
$68.9B
$13.4M 0.04%
159,331
+21,713
AFL icon
471
Aflac
AFL
$57.7B
$13.4M 0.04%
119,869
-3,819
VCR icon
472
Vanguard Consumer Discretionary ETF
VCR
$6.52B
$13.4M 0.04%
33,749
+1,529
VOT icon
473
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$13.3M 0.04%
45,278
+1,713
KMB icon
474
Kimberly-Clark
KMB
$32.9B
$13.2M 0.04%
105,881
+2,414
NSC icon
475
Norfolk Southern
NSC
$64.3B
$13.2M 0.04%
43,806
+3,215
17 18
19
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