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 5.23%
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
BSV icon
51
Vanguard Short-Term Bond ETF
BSV
$41.4B
$103M 0.31%
1,313,056
-41,530
ABBV icon
52
AbbVie
ABBV
$408B
$96.9M 0.29%
521,793
+10,733
CGUS icon
53
Capital Group Core Equity ETF
CGUS
$8.33B
$92.1M 0.28%
2,493,713
+226,965
IEFA icon
54
iShares Core MSCI EAFE ETF
IEFA
$163B
$91M 0.28%
1,090,461
+136,523
FTCS icon
55
First Trust Capital Strength ETF
FTCS
$8.15B
$91M 0.28%
1,000,721
-53,776
SCHG icon
56
Schwab US Large-Cap Growth ETF
SCHG
$53.3B
$88.8M 0.27%
3,041,261
-591,277
JAAA icon
57
Janus Henderson AAA CLO ETF
JAAA
$24.3B
$87.6M 0.27%
1,726,135
+77,664
HD icon
58
Home Depot
HD
$346B
$85.7M 0.26%
233,694
-4,404
IJR icon
59
iShares Core S&P Small-Cap ETF
IJR
$89.8B
$85.2M 0.26%
779,866
+19,829
IWY icon
60
iShares Russell Top 200 Growth ETF
IWY
$16.4B
$85.1M 0.26%
345,263
-51,527
ITOT icon
61
iShares Core S&P Total US Stock Market ETF
ITOT
$80.8B
$84.2M 0.26%
623,880
-34,385
BUFR icon
62
FT Vest Fund of Buffer ETFs
BUFR
$8.37B
$83.7M 0.25%
2,630,495
-442,262
DIA icon
63
SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.5B
$83.1M 0.25%
188,596
+38,288
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$127B
$82.6M 0.25%
194,548
+49,654
IVE icon
65
iShares S&P 500 Value ETF
IVE
$48.3B
$82.1M 0.25%
419,881
-9,350
CGGO icon
66
Capital Group Global Growth Equity ETF
CGGO
$8.14B
$81.9M 0.25%
2,562,374
+294,467
VXF icon
67
Vanguard Extended Market ETF
VXF
$25.1B
$81.9M 0.25%
424,893
+702
FVD icon
68
First Trust Value Line Dividend Fund
FVD
$8.49B
$81.5M 0.25%
1,823,653
+225,450
IBM icon
69
IBM
IBM
$286B
$80.1M 0.24%
271,587
+6,020
SPMO icon
70
Invesco S&P 500 Momentum ETF
SPMO
$13.6B
$79.3M 0.24%
705,218
+181,369
SDVY icon
71
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.59B
$78.9M 0.24%
2,237,668
-15,430
VB icon
72
Vanguard Small-Cap ETF
VB
$69.7B
$77.6M 0.24%
327,277
-54,911
SGOV icon
73
iShares 0-3 Month Treasury Bond ETF
SGOV
$67.6B
$77.5M 0.24%
769,590
+97,820
CAT icon
74
Caterpillar
CAT
$271B
$77.1M 0.23%
198,559
+14,407
CRWD icon
75
CrowdStrike
CRWD
$120B
$73.3M 0.22%
143,879
+15,329
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3
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