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
$32.9B
AUM Growth
+$3.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,797
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

Sector Composition

1 Technology 11.87%
2 Financials 5.22%
3 Consumer Discretionary 3.69%
4 Communication Services 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNK icon
576
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
$9.11M 0.03%
93,664
-21,390
ED icon
577
Consolidated Edison
ED
$36.7B
$9.09M 0.03%
90,573
-2,070
IOO icon
578
iShares Global 100 ETF
IOO
$7.62B
$9.08M 0.03%
84,254
-35,698
VUSB icon
579
Vanguard Ultra-Short Bond ETF
VUSB
$5.67B
$9.08M 0.03%
182,076
+15,183
FBTC icon
580
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$9.02M 0.03%
96,010
+763
SCHE icon
581
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$8.97M 0.03%
297,716
+984
PGX icon
582
Invesco Preferred ETF
PGX
$3.85B
$8.97M 0.03%
805,910
-40,114
AXON icon
583
Axon Enterprise
AXON
$43.7B
$8.95M 0.03%
10,810
+758
EMB icon
584
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$8.9M 0.03%
96,093
-15,195
DFEM icon
585
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.5B
$8.88M 0.03%
299,078
+3,654
WMB icon
586
Williams Companies
WMB
$74.4B
$8.87M 0.03%
141,166
+193
RECS icon
587
Columbia Research Enhanced Core ETF
RECS
$3.83B
$8.86M 0.03%
240,780
+26,940
PAAA icon
588
PGIM AAA CLO ETF
PAAA
$4.51B
$8.82M 0.03%
171,349
+27,194
GVI icon
589
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$8.8M 0.03%
82,406
-2,651
PSLV icon
590
Sprott Physical Silver Trust
PSLV
$9.72B
$8.79M 0.03%
717,960
+194,285
BSCU icon
591
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$8.75M 0.03%
521,327
+27,361
FPX icon
592
First Trust US Equity Opportunities ETF
FPX
$1.1B
$8.74M 0.03%
60,332
+1,435
ECL icon
593
Ecolab
ECL
$73.2B
$8.73M 0.03%
32,409
+74
WPC icon
594
W.P. Carey
WPC
$14.8B
$8.7M 0.03%
139,518
-13,979
EAGG icon
595
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.17B
$8.64M 0.03%
181,833
-7,277
NKE icon
596
Nike
NKE
$94.8B
$8.64M 0.03%
121,664
-428
CION icon
597
CION Investment
CION
$524M
$8.63M 0.03%
902,203
+42,801
SPSB icon
598
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
$8.62M 0.03%
285,452
-178,060
NEM icon
599
Newmont
NEM
$95.8B
$8.59M 0.03%
147,411
-37,005
ESGE icon
600
iShares ESG Aware MSCI EM ETF
ESGE
$5.61B
$8.55M 0.03%
218,269
+22,334
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