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
HGER icon
476
Harbor Commodity All-Weather Strategy ETF
HGER
$2.13B
$13.7M 0.04%
551,150
+194,325
PSX icon
477
Phillips 66
PSX
$67.5B
$13.7M 0.04%
106,006
+4,983
BBAG icon
478
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.14B
$13.6M 0.04%
293,826
-385,054
AOA icon
479
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.83B
$13.6M 0.04%
151,751
-2,056
EFG icon
480
iShares MSCI EAFE Growth ETF
EFG
$9.54B
$13.6M 0.04%
119,250
-30,429
FLTR icon
481
VanEck IG Floating Rate ETF
FLTR
$2.57B
$13.6M 0.04%
532,119
+35,559
CME icon
482
CME Group
CME
$114B
$13.5M 0.04%
49,562
+2,501
ESGV icon
483
Vanguard ESG US Stock ETF
ESGV
$11.6B
$13.5M 0.04%
111,768
-12,817
MRVL icon
484
Marvell Technology
MRVL
$67.5B
$13.4M 0.04%
158,151
-1,180
KHC icon
485
Kraft Heinz
KHC
$28.9B
$13.4M 0.04%
553,448
+134,846
MAR icon
486
Marriott International
MAR
$87.2B
$13.4M 0.04%
43,241
+6,615
SGOL icon
487
abrdn Physical Gold Shares ETF
SGOL
$8.83B
$13.4M 0.04%
326,352
-24,323
FTGC icon
488
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.26B
$13.4M 0.04%
576,405
+13,955
JPME icon
489
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$405M
$13.4M 0.04%
123,107
+11,355
XSMO icon
490
Invesco S&P SmallCap Momentum ETF
XSMO
$2.33B
$13.3M 0.04%
184,890
-27,317
PALC icon
491
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$242M
$13.3M 0.04%
254,182
-9,503
TGT icon
492
Target
TGT
$53.7B
$13.2M 0.03%
135,107
+19,565
AFL icon
493
Aflac
AFL
$57.4B
$13.2M 0.03%
119,747
-122
APH icon
494
Amphenol
APH
$168B
$13.2M 0.03%
97,532
+2,352
CMCSA icon
495
Comcast
CMCSA
$114B
$13.1M 0.03%
439,859
-29,445
VCR icon
496
Vanguard Consumer Discretionary ETF
VCR
$6.07B
$13.1M 0.03%
33,285
-464
KNG icon
497
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.48B
$13.1M 0.03%
266,326
-17,429
BBJP icon
498
JPMorgan BetaBuilders Japan ETF
BBJP
$15B
$13.1M 0.03%
198,580
+32,255
IYF icon
499
iShares US Financials ETF
IYF
$3.78B
$13.1M 0.03%
101,240
-37,508
AOR icon
500
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.33B
$13M 0.03%
200,731
+2,519
18 19
20
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