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
XLRE icon
701
Real Estate Select Sector SPDR Fund
XLRE
$7.67B
$7.57M 0.02%
179,757
-5,507
CION icon
702
CION Investment
CION
$525M
$7.57M 0.02%
798,395
-103,808
FXO icon
703
First Trust Financials AlphaDEX Fund
FXO
$2.15B
$7.55M 0.02%
127,103
-169,234
AMT icon
704
American Tower
AMT
$84.9B
$7.53M 0.02%
39,172
-4,113
VTWO icon
705
Vanguard Russell 2000 ETF
VTWO
$13.5B
$7.53M 0.02%
76,982
+4,445
RPG icon
706
Invesco S&P 500 Pure Growth ETF
RPG
$1.56B
$7.47M 0.02%
156,509
-4,805
SEIV icon
707
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.02B
$7.42M 0.02%
190,668
+142,154
GRMN icon
708
Garmin
GRMN
$37.6B
$7.41M 0.02%
30,091
+1,397
HWM icon
709
Howmet Aerospace
HWM
$82.3B
$7.37M 0.02%
37,534
+4,104
BSX icon
710
Boston Scientific
BSX
$151B
$7.32M 0.02%
75,021
+21,091
IMCB icon
711
iShares Morningstar Mid-Cap ETF
IMCB
$1.38B
$7.3M 0.02%
87,863
+4,325
DNP icon
712
DNP Select Income Fund
DNP
$3.81B
$7.29M 0.02%
728,466
-16,273
DHR icon
713
Danaher
DHR
$160B
$7.29M 0.02%
36,763
+134
BUFS
714
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$109M
$7.29M 0.02%
324,373
+35,480
FXL icon
715
First Trust Technology AlphaDEX Fund
FXL
$1.41B
$7.29M 0.02%
43,372
+674
JIG icon
716
JPMorgan International Growth ETF
JIG
$278M
$7.29M 0.02%
96,688
+92,265
IGIB icon
717
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.1B
$7.27M 0.02%
134,450
+11,882
RPV icon
718
Invesco S&P 500 Pure Value ETF
RPV
$1.39B
$7.22M 0.02%
72,619
-2,589
TRV icon
719
Travelers Companies
TRV
$65.3B
$7.2M 0.02%
25,778
+674
NVS icon
720
Novartis
NVS
$250B
$7.19M 0.02%
56,101
+3,239
HACK icon
721
Amplify Cybersecurity ETF
HACK
$2.22B
$7.19M 0.02%
82,795
-3,345
CGNG
722
Capital Group New Geography Equity ETF
CGNG
$1.13B
$7.13M 0.02%
230,725
+23,830
PFG icon
723
Principal Financial Group
PFG
$18.6B
$7.11M 0.02%
85,791
-764
UL icon
724
Unilever
UL
$149B
$7.11M 0.02%
119,944
+28,237
CTAS icon
725
Cintas
CTAS
$74.8B
$7.1M 0.02%
34,608
-2,396
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