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
IRT icon
676
Independence Realty Trust
IRT
$3.95B
$8.05M 0.02%
460,725
-10,724
VIGI icon
677
Vanguard International Dividend Appreciation ETF
VIGI
$8.94B
$8.04M 0.02%
87,975
-7,867
ALB icon
678
Albemarle
ALB
$19.3B
$8.02M 0.02%
56,713
+4,687
FTXL icon
679
First Trust Nasdaq Semiconductor ETF
FTXL
$1.55B
$8.01M 0.02%
61,869
+6,109
TFI icon
680
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.03B
$8.01M 0.02%
175,271
+6,196
BBHY icon
681
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$625M
$8M 0.02%
171,986
-17,777
CDNS icon
682
Cadence Design Systems
CDNS
$81.8B
$8M 0.02%
25,577
-4,006
AZO icon
683
AutoZone
AZO
$62B
$7.99M 0.02%
2,357
-315
XYLD icon
684
Global X S&P 500 Covered Call ETF
XYLD
$3.16B
$7.99M 0.02%
196,635
-9,449
SPYX icon
685
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.45B
$7.94M 0.02%
141,343
+703
PDP icon
686
Invesco Dorsey Wright Momentum ETF
PDP
$1.34B
$7.92M 0.02%
68,023
-12,058
GIS icon
687
General Mills
GIS
$23.2B
$7.89M 0.02%
169,659
+36,614
FBT icon
688
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.27B
$7.88M 0.02%
38,161
+1,184
VIOV icon
689
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.57B
$7.88M 0.02%
80,567
+301
FYC icon
690
First Trust Small Cap Growth AlphaDEX Fund
FYC
$913M
$7.87M 0.02%
81,843
+34,701
HWM icon
691
Howmet Aerospace
HWM
$101B
$7.83M 0.02%
38,181
+647
MDLZ icon
692
Mondelez International
MDLZ
$74.6B
$7.83M 0.02%
145,411
+7,423
BXMX icon
693
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$7.82M 0.02%
532,098
-4,728
ETR icon
694
Entergy
ETR
$47.8B
$7.82M 0.02%
84,566
-1,353
DDWM icon
695
WisdomTree Dynamic International Equity Fund
DDWM
$1.26B
$7.8M 0.02%
179,066
+23,627
DFSV icon
696
Dimensional US Small Cap Value ETF
DFSV
$6.75B
$7.78M 0.02%
236,486
+25,482
HYS icon
697
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.62B
$7.76M 0.02%
81,810
+10,087
XNTK icon
698
State Street SPDR NYSE Technology ETF
XNTK
$1.54B
$7.74M 0.02%
27,864
-570
MSI icon
699
Motorola Solutions
MSI
$77.4B
$7.74M 0.02%
20,188
+545
DIVO icon
700
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.5B
$7.74M 0.02%
173,865
+1,001
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