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
XLRE icon
726
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.61B
$7.35M 0.02%
182,082
+2,325
BSCW icon
727
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.4B
$7.32M 0.02%
350,659
+32,619
CION icon
728
CION Investment
CION
$419M
$7.31M 0.02%
755,768
-42,627
FXH icon
729
First Trust Health Care AlphaDEX Fund
FXH
$889M
$7.29M 0.02%
64,045
+19,310
XLB icon
730
State Street Materials Select Sector SPDR ETF
XLB
$7.07B
$7.29M 0.02%
160,744
-8,470
IQV icon
731
IQVIA
IQV
$30.3B
$7.28M 0.02%
32,299
-523
EMXC icon
732
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.5B
$7.27M 0.02%
100,088
-535
VCRB icon
733
Vanguard Core Bond ETF
VCRB
$5.89B
$7.27M 0.02%
93,315
+5,512
XEL icon
734
Xcel Energy
XEL
$48.7B
$7.25M 0.02%
98,168
+562
SPLB icon
735
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.21B
$7.24M 0.02%
320,752
+298,173
DVN icon
736
Devon Energy
DVN
$27.6B
$7.22M 0.02%
197,138
-59,733
SOXQ icon
737
Invesco PHLX Semiconductor ETF
SOXQ
$982M
$7.19M 0.02%
128,928
+20,800
DFSD icon
738
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.33B
$7.16M 0.02%
149,302
+51,205
CGSM icon
739
Capital Group Short Duration Municipal Income ETF
CGSM
$1.06B
$7.16M 0.02%
271,763
+65,570
WDC icon
740
Western Digital
WDC
$87.8B
$7.15M 0.02%
41,497
+27,547
AHR icon
741
American Healthcare REIT
AHR
$9.29B
$7.14M 0.02%
151,812
-13,548
UL icon
742
Unilever
UL
$147B
$7.14M 0.02%
109,194
+2,577
AEM icon
743
Agnico Eagle Mines
AEM
$111B
$7.13M 0.02%
42,050
-7,238
CGW icon
744
Invesco S&P Global Water Index ETF
CGW
$1.04B
$7.11M 0.02%
112,830
+3,603
URA icon
745
Global X Uranium ETF
URA
$6.96B
$7.05M 0.02%
165,074
+20,881
FLTB icon
746
Fidelity Limited Term Bond ETF
FLTB
$370M
$7.03M 0.02%
138,852
+75,529
HYBL icon
747
State Street Blackstone High Income ETF
HYBL
$576M
$7.02M 0.02%
246,907
+91,115
JXN icon
748
Jackson Financial
JXN
$7.88B
$7.02M 0.02%
65,829
-17,874
DOC icon
749
Healthpeak Properties
DOC
$12.1B
$7.02M 0.02%
436,468
-42,714
EOG icon
750
EOG Resources
EOG
$70.3B
$6.97M 0.02%
66,406
-13,614
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30
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