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
ADI icon
501
Analog Devices
ADI
$162B
$13M 0.03%
48,105
+7,575
PH icon
502
Parker-Hannifin
PH
$122B
$13M 0.03%
14,775
-1,432
DON icon
503
WisdomTree US MidCap Dividend Fund
DON
$3.86B
$13M 0.03%
251,035
+12,325
AFLG icon
504
First Trust Active Factor Large Cap ETF
AFLG
$478M
$12.8M 0.03%
327,671
+44,174
JIVE icon
505
JPMorgan International Value ETF
JIVE
$1.82B
$12.7M 0.03%
157,659
+27,872
IJJ icon
506
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.31B
$12.5M 0.03%
95,339
+3,807
JPIE icon
507
JPMorgan Income ETF
JPIE
$8.12B
$12.5M 0.03%
270,602
+68,666
HOOD icon
508
Robinhood
HOOD
$71.6B
$12.5M 0.03%
110,740
-23,025
TMSL icon
509
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.56B
$12.5M 0.03%
347,971
+80,600
FEX icon
510
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.43B
$12.5M 0.03%
105,077
+18,172
CGMM
511
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.64B
$12.4M 0.03%
430,900
+297,777
NSC icon
512
Norfolk Southern
NSC
$70.2B
$12.4M 0.03%
42,904
-902
CGSD icon
513
Capital Group Short Duration Income ETF
CGSD
$2.05B
$12.3M 0.03%
471,740
+87,054
NUE icon
514
Nucor
NUE
$39.7B
$12.2M 0.03%
74,990
-2,061
VTIP icon
515
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
$12.2M 0.03%
246,442
+4,251
FEM icon
516
First Trust Emerging Markets AlphaDEX Fund
FEM
$609M
$12M 0.03%
439,321
-6,473
PWR icon
517
Quanta Services
PWR
$81.3B
$12M 0.03%
28,344
+3,635
ITW icon
518
Illinois Tool Works
ITW
$81.3B
$11.9M 0.03%
48,386
+907
PECO icon
519
Phillips Edison & Co
PECO
$4.89B
$11.9M 0.03%
334,455
-5,369
FDX icon
520
FedEx
FDX
$88.8B
$11.9M 0.03%
41,042
-2,100
EMB icon
521
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.2B
$11.8M 0.03%
122,142
-6,761
YYY icon
522
Amplify CEF High Income ETF
YYY
$697M
$11.7M 0.03%
1,019,913
+91,584
AZN icon
523
AstraZeneca
AZN
$305B
$11.7M 0.03%
127,034
+4,065
SHLD icon
524
Global X Defense Tech ETF
SHLD
$7.47B
$11.7M 0.03%
180,116
+13,415
IHDG icon
525
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
$11.7M 0.03%
239,716
-8,620
19 20
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