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
FYX icon
601
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.05B
$9.65M 0.03%
85,314
-55
SPHD icon
602
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.37B
$9.61M 0.03%
200,258
+3,710
SIVR icon
603
abrdn Physical Silver Shares ETF
SIVR
$5.97B
$9.61M 0.03%
142,003
+31,318
CL icon
604
Colgate-Palmolive
CL
$74.3B
$9.57M 0.03%
121,146
-31,279
IJT icon
605
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.69B
$9.56M 0.03%
67,700
+1,630
PLD icon
606
Prologis
PLD
$128B
$9.52M 0.03%
74,606
+3,308
MET icon
607
MetLife
MET
$47.6B
$9.49M 0.03%
120,172
-713
BABA icon
608
Alibaba
BABA
$311B
$9.4M 0.02%
64,109
-7,506
IGIB icon
609
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$9.38M 0.02%
174,066
+39,616
IJS icon
610
iShares S&P Small-Cap 600 Value ETF
IJS
$7.48B
$9.36M 0.02%
82,278
+10,162
WPC icon
611
W.P. Carey
WPC
$16.3B
$9.36M 0.02%
145,371
-2,117
CGIE icon
612
Capital Group International Equity ETF
CGIE
$1.86B
$9.35M 0.02%
268,420
+6,304
GBIL icon
613
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.12B
$9.33M 0.02%
93,329
+59,377
ACWI icon
614
iShares MSCI ACWI ETF
ACWI
$28.2B
$9.33M 0.02%
65,915
+17,923
BK icon
615
Bank of New York Mellon
BK
$80.3B
$9.27M 0.02%
79,834
+9,798
NUHY icon
616
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$112M
$9.24M 0.02%
427,796
+138,132
PRU icon
617
Prudential Financial
PRU
$34.5B
$9.22M 0.02%
81,670
+2,123
MEAR icon
618
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
$9.18M 0.02%
182,394
+19,690
BUFF icon
619
Innovator Laddered Allocation Power Buffer ETF
BUFF
$775M
$9.15M 0.02%
183,431
+11,171
SCZ icon
620
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.8B
$9.11M 0.02%
117,549
+3,015
FHLC icon
621
Fidelity MSCI Health Care Index ETF
FHLC
$2.89B
$9.11M 0.02%
122,640
-2,110
NKE icon
622
Nike
NKE
$85.9B
$9.01M 0.02%
141,346
+15,095
RPV icon
623
Invesco S&P 500 Pure Value ETF
RPV
$1.74B
$8.97M 0.02%
86,829
+14,210
MELI icon
624
Mercado Libre
MELI
$90.3B
$8.96M 0.02%
4,449
-169
MAIN icon
625
Main Street Capital
MAIN
$5.22B
$8.95M 0.02%
148,239
-2,465
23 24
25
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