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
CI icon
651
Cigna
CI
$74.1B
$8.5M 0.02%
30,868
-1,206
VUSB icon
652
Vanguard Ultra-Short Bond ETF
VUSB
$7.31B
$8.47M 0.02%
169,873
+9,575
GSLC icon
653
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$8.46M 0.02%
63,916
-20,368
PGX icon
654
Invesco Preferred ETF
PGX
$3.96B
$8.46M 0.02%
752,227
-36,896
ONEY icon
655
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$841M
$8.44M 0.02%
74,305
+2,365
IBDV icon
656
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.95B
$8.41M 0.02%
380,981
+15,251
JNK icon
657
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.76B
$8.4M 0.02%
86,406
+2,932
ZNOV
658
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$124M
$8.4M 0.02%
314,773
+304,353
VGLT icon
659
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$8.38M 0.02%
150,237
+64,603
RCS
660
PIMCO Strategic Income Fund
RCS
$272M
$8.38M 0.02%
1,504,087
-388,203
LIN icon
661
Linde
LIN
$227B
$8.36M 0.02%
19,596
-3,031
SEIV icon
662
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.16B
$8.35M 0.02%
201,178
+10,510
EMLP icon
663
First Trust North American Energy Infrastructure Fund
EMLP
$3.93B
$8.33M 0.02%
219,971
-11,845
GLTR icon
664
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.21B
$8.33M 0.02%
40,499
+5,256
WMB icon
665
Williams Companies
WMB
$91.4B
$8.31M 0.02%
138,304
-2,007
TBUX icon
666
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$973M
$8.28M 0.02%
166,140
+5,470
INDA icon
667
iShares MSCI India ETF
INDA
$8.92B
$8.22M 0.02%
152,143
+17,939
FSIG icon
668
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.49B
$8.22M 0.02%
428,141
+14,412
PTMC icon
669
Pacer Trendpilot US Mid Cap ETF
PTMC
$393M
$8.19M 0.02%
229,578
-10,294
IGRO icon
670
iShares International Dividend Growth ETF
IGRO
$1.2B
$8.19M 0.02%
98,893
-18,657
FDMO icon
671
Fidelity Momentum Factor ETF
FDMO
$656M
$8.12M 0.02%
96,737
+45,864
ECL icon
672
Ecolab
ECL
$80.9B
$8.12M 0.02%
30,931
+351
QUS icon
673
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.57B
$8.11M 0.02%
46,538
-5,479
DNP icon
674
DNP Select Income Fund
DNP
$3.92B
$8.08M 0.02%
808,589
+80,123
CAH icon
675
Cardinal Health
CAH
$50.8B
$8.05M 0.02%
39,188
+3,333
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27
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