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
SCHG icon
51
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$105M 0.29%
3,283,430
+242,169
CGUS icon
52
Capital Group Core Equity ETF
CGUS
$8.01B
$104M 0.29%
2,638,620
+144,907
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$39.3B
$104M 0.28%
1,314,736
+1,680
VXF icon
54
Vanguard Extended Market ETF
VXF
$24.8B
$102M 0.28%
488,318
+63,425
SPMO icon
55
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
$102M 0.28%
838,769
+133,551
HD icon
56
Home Depot
HD
$355B
$100M 0.28%
247,295
+13,601
NFLX icon
57
Netflix
NFLX
$456B
$100M 0.27%
834,410
-2,710
CAT icon
58
Caterpillar
CAT
$269B
$99.2M 0.27%
207,983
+9,424
IWY icon
59
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$98.8M 0.27%
361,057
+15,794
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$160B
$98.7M 0.27%
1,129,979
+39,518
CGGO icon
61
Capital Group Global Growth Equity ETF
CGGO
$7.84B
$97.6M 0.27%
2,855,191
+292,817
JAAA icon
62
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$96M 0.26%
1,891,196
+165,061
AIRR icon
63
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.07B
$95.3M 0.26%
986,237
+88,002
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$124B
$95.3M 0.26%
203,358
+8,810
BUFR icon
65
FT Vest Fund of Buffer ETFs
BUFR
$8.06B
$95.1M 0.26%
2,844,131
+213,636
FTCS icon
66
First Trust Capital Strength ETF
FTCS
$8.27B
$94.7M 0.26%
1,011,465
+10,744
ITOT icon
67
iShares Core S&P Total US Stock Market ETF
ITOT
$80.2B
$92.5M 0.25%
634,888
+11,008
IJR icon
68
iShares Core S&P Small-Cap ETF
IJR
$87.9B
$90.3M 0.25%
759,891
-19,975
VB icon
69
Vanguard Small-Cap ETF
VB
$69.3B
$87.6M 0.24%
344,471
+17,194
IVE icon
70
iShares S&P 500 Value ETF
IVE
$47.2B
$87.5M 0.24%
423,627
+3,746
JNJ icon
71
Johnson & Johnson
JNJ
$499B
$87.2M 0.24%
470,475
+12,346
IBM icon
72
IBM
IBM
$288B
$86.1M 0.24%
305,070
+33,483
DIA icon
73
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.7B
$85.7M 0.24%
184,866
-3,730
SGOV icon
74
iShares 0-3 Month Treasury Bond ETF
SGOV
$63.4B
$84.5M 0.23%
839,446
+69,856
SDVY icon
75
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.24B
$83.1M 0.23%
2,187,019
-50,649
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