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
PDEC icon
726
Innovator US Equity Power Buffer ETF December
PDEC
$874M
$7.1M 0.02%
168,930
-27,468
PTY icon
727
PIMCO Corporate & Income Opportunity Fund
PTY
$2.55B
$7.09M 0.02%
490,924
+55,645
BTI icon
728
British American Tobacco
BTI
$128B
$7.06M 0.02%
133,043
+13,374
CGW icon
729
Invesco S&P Global Water Index ETF
CGW
$1B
$7.02M 0.02%
109,227
+4,297
CRDO icon
730
Credo Technology Group
CRDO
$30.7B
$7.02M 0.02%
48,185
+4,252
INDA icon
731
iShares MSCI India ETF
INDA
$9.62B
$6.99M 0.02%
134,204
+1,617
FNX icon
732
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.18B
$6.96M 0.02%
55,469
+2,269
AHR icon
733
American Healthcare REIT
AHR
$9.46B
$6.95M 0.02%
165,360
-19,102
NLY icon
734
Annaly Capital Management
NLY
$15.6B
$6.94M 0.02%
343,529
-3,377
DHI icon
735
D.R. Horton
DHI
$46.4B
$6.94M 0.02%
40,960
+7,607
IWX icon
736
iShares Russell Top 200 Value ETF
IWX
$3.03B
$6.91M 0.02%
78,570
+3,392
SPYD icon
737
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.35B
$6.9M 0.02%
156,880
+10,139
VCRB icon
738
Vanguard Core Bond ETF
VCRB
$4.4B
$6.88M 0.02%
87,803
+11,983
URA icon
739
Global X Uranium ETF
URA
$5.17B
$6.87M 0.02%
144,193
+58,950
HYS icon
740
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.52B
$6.86M 0.02%
71,723
+11,744
ITB icon
741
iShares US Home Construction ETF
ITB
$2.67B
$6.81M 0.02%
63,500
+2,918
EMXC icon
742
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$6.79M 0.02%
100,623
-11,589
CWI icon
743
SPDR MSCI ACWI ex-US ETF
CWI
$2.19B
$6.79M 0.02%
194,343
+97,558
BUXX icon
744
Strive Enhanced Income Short Maturity ETF
BUXX
$327M
$6.78M 0.02%
334,198
+77,228
FTXO icon
745
First Trust Nasdaq Bank ETF
FTXO
$255M
$6.77M 0.02%
190,239
+78,023
ETHA
746
iShares Ethereum Trust ETF
ETHA
$1.76B
$6.77M 0.02%
214,995
+106,899
PRCS
747
Parnassus Core Select ETF
PRCS
$75M
$6.76M 0.02%
258,234
+12,375
EXPE icon
748
Expedia Group
EXPE
$31.3B
$6.75M 0.02%
31,584
+2,758
ICVT icon
749
iShares Convertible Bond ETF
ICVT
$3.67B
$6.74M 0.02%
67,398
+23,962
RSPU icon
750
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$533M
$6.74M 0.02%
87,903
+5,781
28 29
30
31 32