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
DFCF icon
626
Dimensional Core Fixed Income ETF
DFCF
$8.07B
$8.22M 0.03%
194,590
-518
FHLC icon
627
Fidelity MSCI Health Care Index ETF
FHLC
$2.71B
$8.18M 0.02%
127,939
-14,693
HNDL icon
628
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$675M
$8.16M 0.02%
376,982
+2,574
DIVI icon
629
Franklin International Core Dividend Tilt Index ETF
DIVI
$1.88B
$8.16M 0.02%
228,842
-651,552
FSIG icon
630
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.34B
$8.13M 0.02%
425,394
-108,619
IRT icon
631
Independence Realty Trust
IRT
$3.96B
$8.13M 0.02%
459,694
-58,783
SPOT icon
632
Spotify
SPOT
$131B
$8.12M 0.02%
10,585
+2,042
SMLV icon
633
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$197M
$8.12M 0.02%
64,889
+2,941
IYZ icon
634
iShares US Telecommunications ETF
IYZ
$632M
$8.06M 0.02%
270,626
+87,808
STRL icon
635
Sterling Infrastructure
STRL
$10.4B
$8M 0.02%
34,649
+3,220
MSI icon
636
Motorola Solutions
MSI
$63.3B
$7.98M 0.02%
18,978
-433
BUFF icon
637
Innovator Laddered Allocation Power Buffer ETF
BUFF
$806M
$7.96M 0.02%
169,334
-584
FIIG icon
638
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$563M
$7.96M 0.02%
379,198
-33,355
BOTZ icon
639
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.97B
$7.95M 0.02%
243,463
+23,375
BBIN icon
640
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.1B
$7.94M 0.02%
117,693
+18,346
SCHZ icon
641
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
$7.93M 0.02%
341,231
+107,776
SPTI icon
642
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.22B
$7.93M 0.02%
275,517
+36,319
SILA
643
Sila Realty Trust
SILA
$1.3B
$7.9M 0.02%
333,592
-60,644
BKLN icon
644
Invesco Senior Loan ETF
BKLN
$6.77B
$7.88M 0.02%
376,921
-87,800
BXMX icon
645
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
$7.88M 0.02%
567,331
+9,085
PDEC icon
646
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$7.86M 0.02%
196,398
-9,854
HOOD icon
647
Robinhood
HOOD
$110B
$7.86M 0.02%
83,898
+4,705
IBDV icon
648
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.1B
$7.83M 0.02%
356,151
+30,117
GSLC icon
649
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$7.82M 0.02%
64,427
+2,113
SUB icon
650
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$7.78M 0.02%
73,148
+18,929
24 25
26
27 28