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
IBB icon
676
iShares Biotechnology ETF
IBB
$6.57B
$7.34M 0.02%
58,051
-9,529
DNP icon
677
DNP Select Income Fund
DNP
$3.77B
$7.29M 0.02%
744,739
+10,950
LDOS icon
678
Leidos
LDOS
$24.5B
$7.29M 0.02%
46,183
-3,496
IJT icon
679
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.1B
$7.27M 0.02%
54,643
-11,747
DSL
680
DoubleLine Income Solutions Fund
DSL
$1.32B
$7.24M 0.02%
591,707
-216,180
DHR icon
681
Danaher
DHR
$156B
$7.24M 0.02%
36,629
-8,881
JUST icon
682
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$495M
$7.24M 0.02%
82,285
+3,892
ONEY icon
683
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$870M
$7.13M 0.02%
65,856
+2,257
ANGL icon
684
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.04B
$7.12M 0.02%
243,074
-188,113
APH icon
685
Amphenol
APH
$164B
$7.11M 0.02%
71,975
+2,017
GEHC icon
686
GE HealthCare
GEHC
$33.3B
$7.09M 0.02%
95,764
-2,951
DIVO icon
687
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.27B
$7.09M 0.02%
166,675
-10,968
EMXC icon
688
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.1B
$7.08M 0.02%
112,212
-225,850
BABA icon
689
Alibaba
BABA
$367B
$7.08M 0.02%
62,467
-10,126
RPV icon
690
Invesco S&P 500 Pure Value ETF
RPV
$1.38B
$7.05M 0.02%
75,208
+1,135
GIS icon
691
General Mills
GIS
$25.3B
$7.04M 0.02%
135,883
+11,180
NRG icon
692
NRG Energy
NRG
$31.7B
$7.03M 0.02%
43,765
-9,523
CCL icon
693
Carnival Corp
CCL
$34.2B
$7.02M 0.02%
249,689
-6,052
CARR icon
694
Carrier Global
CARR
$45.6B
$6.98M 0.02%
95,423
+15,954
ZTS icon
695
Zoetis
ZTS
$53.2B
$6.95M 0.02%
44,570
-1,416
DOC icon
696
Healthpeak Properties
DOC
$12.1B
$6.9M 0.02%
394,095
+36,575
XLB icon
697
Materials Select Sector SPDR Fund
XLB
$5.36B
$6.89M 0.02%
78,478
-1,002
PLD icon
698
Prologis
PLD
$114B
$6.88M 0.02%
65,425
-2,087
PFG icon
699
Principal Financial Group
PFG
$18.6B
$6.88M 0.02%
86,555
+1,669
BK icon
700
Bank of New York Mellon
BK
$77B
$6.85M 0.02%
75,210
-2,068
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