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
SPSB icon
651
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.3B
$8.3M 0.02%
274,118
-11,334
CLX icon
652
Clorox
CLX
$13.2B
$8.28M 0.02%
67,133
+10,164
ADM icon
653
Archer Daniels Midland
ADM
$29.2B
$8.28M 0.02%
138,548
-2,127
CTA icon
654
Simplify Managed Futures Strategy ETF
CTA
$1.16B
$8.27M 0.02%
295,763
+13,351
PRU icon
655
Prudential Financial
PRU
$37.9B
$8.25M 0.02%
79,547
-24,639
NBIS
656
Nebius Group N.V.
NBIS
$23.9B
$8.24M 0.02%
73,410
+43,374
BITB icon
657
Bitwise Bitcoin ETF
BITB
$3.48B
$8.24M 0.02%
132,371
+6,048
JUST icon
658
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$503M
$8.24M 0.02%
87,804
+5,519
FALN icon
659
iShares Fallen Angels USD Bond ETF
FALN
$1.77B
$8.22M 0.02%
295,858
-43,503
MEAR icon
660
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.29B
$8.22M 0.02%
162,704
-21,886
PJUL icon
661
Innovator US Equity Power Buffer ETF July
PJUL
$1.12B
$8.21M 0.02%
179,948
+27,876
ESML icon
662
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
$8.19M 0.02%
181,763
-43,717
JNK icon
663
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.66B
$8.18M 0.02%
83,474
-10,190
PDBC icon
664
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.6B
$8.18M 0.02%
608,746
+293,004
PLD icon
665
Prologis
PLD
$119B
$8.16M 0.02%
71,298
+5,873
ONEY icon
666
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$854M
$8.14M 0.02%
71,940
+6,084
AOM icon
667
iShares Core Moderate Allocation ETF
AOM
$1.64B
$8.12M 0.02%
170,549
+38,330
IBDV icon
668
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.42B
$8.1M 0.02%
365,730
+9,579
XYLD icon
669
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
$8.09M 0.02%
206,084
-34,550
CMG icon
670
Chipotle Mexican Grill
CMG
$45.6B
$8.07M 0.02%
206,055
-7,180
EXEL icon
671
Exelixis
EXEL
$11.8B
$8.06M 0.02%
195,126
+108,984
VUSB icon
672
Vanguard Ultra-Short Bond ETF
VUSB
$6.06B
$8.01M 0.02%
160,298
-21,778
JMUB icon
673
JPMorgan Municipal ETF
JMUB
$6.19B
$8.01M 0.02%
158,781
+57,178
SUB icon
674
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$8.01M 0.02%
75,026
+1,878
TBUX icon
675
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$734M
$8.01M 0.02%
160,670
+38,993
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