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
URI icon
451
United Rentals
URI
$52.5B
$14.9M 0.04%
18,400
+254
VOT icon
452
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$14.9M 0.04%
53,239
+7,961
JMBS icon
453
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$14.8M 0.04%
324,417
+10,123
D icon
454
Dominion Energy
D
$55.1B
$14.6M 0.04%
249,917
-65,492
CGNG
455
Capital Group New Geography Equity ETF
CGNG
$1.68B
$14.6M 0.04%
458,420
+227,695
PGR icon
456
Progressive
PGR
$125B
$14.6M 0.04%
63,979
-2,548
RKLB icon
457
Rocket Lab Corp
RKLB
$38.4B
$14.5M 0.04%
208,070
+76,969
PCIG icon
458
Polen Capital International Growth ETF
PCIG
$27.5M
$14.5M 0.04%
1,592,054
-47,775
VST icon
459
Vistra
VST
$55.4B
$14.4M 0.04%
89,470
-3,974
DFIV icon
460
Dimensional International Value ETF
DFIV
$18.2B
$14.4M 0.04%
288,771
+17,396
VIOO icon
461
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.4B
$14.4M 0.04%
129,617
+3,419
PAAA icon
462
PGIM AAA CLO ETF
PAAA
$7.48B
$14.4M 0.04%
280,178
+90,240
SPTL icon
463
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
$14.3M 0.04%
539,883
+32,302
XBI icon
464
State Street SPDR S&P Biotech ETF
XBI
$8.27B
$14.3M 0.04%
117,168
+68,203
KMI icon
465
Kinder Morgan
KMI
$75.5B
$14.2M 0.04%
517,289
+15,141
KMB icon
466
Kimberly-Clark
KMB
$34.7B
$14.2M 0.04%
140,781
+34,900
DFIC icon
467
Dimensional International Core Equity 2 ETF
DFIC
$13.2B
$14.1M 0.04%
410,063
+80,627
JCPB icon
468
JPMorgan Core Plus Bond ETF
JCPB
$10.4B
$14.1M 0.04%
297,408
+43,439
AMLP icon
469
Alerian MLP ETF
AMLP
$12B
$14.1M 0.04%
298,989
-14,960
FBTC icon
470
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.64B
$14M 0.04%
184,283
+46,097
HSY icon
471
Hershey
HSY
$47.5B
$14M 0.04%
77,086
-1,909
KKR icon
472
KKR & Co
KKR
$83.6B
$13.8M 0.04%
108,526
-1,387
SKYY icon
473
First Trust Cloud Computing ETF
SKYY
$2.44B
$13.8M 0.04%
106,315
-9,929
ORLY icon
474
O'Reilly Automotive
ORLY
$79B
$13.7M 0.04%
150,414
+9,118
FTA icon
475
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.28B
$13.7M 0.04%
158,983
+4,603
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