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
BOND icon
651
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.91B
$7.75M 0.02%
84,115
-29,741
VRTX icon
652
Vertex Pharmaceuticals
VRTX
$111B
$7.71M 0.02%
17,329
+998
ISTB icon
653
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$7.7M 0.02%
158,312
+1,932
XLRE icon
654
Real Estate Select Sector SPDR Fund
XLRE
$7.64B
$7.67M 0.02%
185,264
-27,284
REGL icon
655
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
$7.62M 0.02%
93,467
+7,120
JSML icon
656
Janus Henderson Small Cap Growth Alpha ETF
JSML
$220M
$7.62M 0.02%
112,932
-9,058
SFM icon
657
Sprouts Farmers Market
SFM
$7.96B
$7.61M 0.02%
46,247
+3,269
LVHI icon
658
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.37B
$7.58M 0.02%
232,708
-3,928
PTMC icon
659
Pacer Trendpilot US Mid Cap ETF
PTMC
$406M
$7.57M 0.02%
217,067
-50,541
JXN icon
660
Jackson Financial
JXN
$6.42B
$7.56M 0.02%
85,189
-17,129
SAMT icon
661
Strategas Macro Thematic Opportunities ETF
SAMT
$233M
$7.56M 0.02%
219,643
-17,827
HCMT icon
662
Direxion HCM Tactical Enhanced US ETF
HCMT
$566M
$7.56M 0.02%
231,937
-3,050
EDOW icon
663
First Trust Dow 30 Equal Weight ETF
EDOW
$230M
$7.55M 0.02%
197,063
-481,743
CTA icon
664
Simplify Managed Futures Strategy ETF
CTA
$1.13B
$7.55M 0.02%
282,412
+15,862
DOW icon
665
Dow Inc
DOW
$16.3B
$7.53M 0.02%
284,202
+51,005
EXC icon
666
Exelon
EXC
$46.3B
$7.52M 0.02%
173,208
+14,383
IWV icon
667
iShares Russell 3000 ETF
IWV
$17.2B
$7.5M 0.02%
21,361
+3,400
TFI icon
668
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.29B
$7.45M 0.02%
166,670
+5,507
HACK icon
669
Amplify Cybersecurity ETF
HACK
$2.31B
$7.44M 0.02%
86,140
-8,854
ADM icon
670
Archer Daniels Midland
ADM
$28.2B
$7.42M 0.02%
140,675
-26,840
BITB icon
671
Bitwise Bitcoin ETF
BITB
$3.62B
$7.4M 0.02%
126,323
+30,877
ILCV icon
672
iShares Morningstar Value ETF
ILCV
$1.13B
$7.38M 0.02%
88,532
+2,061
RPG icon
673
Invesco S&P 500 Pure Growth ETF
RPG
$1.67B
$7.38M 0.02%
161,314
-19,504
INDA icon
674
iShares MSCI India ETF
INDA
$9.6B
$7.38M 0.02%
132,587
+63,446
IYH icon
675
iShares US Healthcare ETF
IYH
$3.07B
$7.35M 0.02%
130,075
+3,394
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