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
NEM icon
476
Newmont
NEM
$99B
$13M 0.04%
154,500
+7,089
COIN icon
477
Coinbase
COIN
$73.6B
$13M 0.04%
38,574
+3,263
SGOL icon
478
abrdn Physical Gold Shares ETF
SGOL
$7.13B
$12.9M 0.04%
350,675
-181,016
SPGP icon
479
Invesco S&P 500 GARP ETF
SPGP
$2.44B
$12.9M 0.04%
113,317
-7,817
FTA icon
480
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.18B
$12.9M 0.04%
154,380
+17,281
PSLV icon
481
Sprott Physical Silver Trust
PSLV
$10.8B
$12.8M 0.04%
818,114
+100,154
BABA icon
482
Alibaba
BABA
$375B
$12.8M 0.04%
71,615
+9,148
STRL icon
483
Sterling Infrastructure
STRL
$10.6B
$12.8M 0.04%
37,664
+3,015
AOR icon
484
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.01B
$12.8M 0.04%
198,212
+17,369
TSCO icon
485
Tractor Supply
TSCO
$28.9B
$12.7M 0.04%
223,932
-62,134
CME icon
486
CME Group
CME
$101B
$12.7M 0.03%
47,061
+535
FLTR icon
487
VanEck IG Floating Rate ETF
FLTR
$2.56B
$12.7M 0.03%
496,560
+30,799
JMST icon
488
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.48B
$12.5M 0.03%
245,572
-5,957
DFIV icon
489
Dimensional International Value ETF
DFIV
$14.9B
$12.5M 0.03%
271,375
+24,755
DON icon
490
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$12.5M 0.03%
238,710
+6,846
ITW icon
491
Illinois Tool Works
ITW
$72.3B
$12.4M 0.03%
47,479
+3,035
BSCP icon
492
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.46B
$12.3M 0.03%
596,559
-63,039
LVHI icon
493
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.64B
$12.3M 0.03%
354,445
+121,737
PH icon
494
Parker-Hannifin
PH
$109B
$12.3M 0.03%
16,207
+881
EMB icon
495
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.2B
$12.3M 0.03%
128,903
+32,810
VTIP icon
496
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$12.3M 0.03%
242,191
-57,483
FMDE icon
497
Fidelity Enhanced Mid Cap ETF
FMDE
$4.3B
$12.2M 0.03%
338,605
+69,273
CL icon
498
Colgate-Palmolive
CL
$64.8B
$12.2M 0.03%
152,425
+33,243
RCL icon
499
Royal Caribbean
RCL
$72.6B
$12.2M 0.03%
37,643
-824
JPME icon
500
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$383M
$12.1M 0.03%
111,752
+17,971
18 19
20
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