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 5.22%
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
CPSD
751
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$54.1M
$6.03M 0.02%
242,919
+157,608
IYJ icon
752
iShares US Industrials ETF
IYJ
$1.65B
$6.02M 0.02%
42,302
+2,425
SLYG icon
753
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.48B
$6M 0.02%
67,598
-8,821
GRMN icon
754
Garmin
GRMN
$37.3B
$5.99M 0.02%
28,694
-3,913
RSG icon
755
Republic Services
RSG
$64.9B
$5.98M 0.02%
24,249
+2,337
SYY icon
756
Sysco
SYY
$35.8B
$5.97M 0.02%
78,851
+3,524
CGNG
757
Capital Group New Geography Equity ETF
CGNG
$883M
$5.96M 0.02%
206,895
+125,758
XYZ
758
Block Inc
XYZ
$36.8B
$5.96M 0.02%
87,698
+32,837
FLXR
759
TCW Flexible Income ETF
FLXR
$1.79B
$5.95M 0.02%
150,792
+15,281
OKLO
760
Oklo
OKLO
$15.2B
$5.93M 0.02%
105,852
+37,275
LNT icon
761
Alliant Energy
LNT
$17.3B
$5.93M 0.02%
97,991
+5,104
YYY icon
762
Amplify CEF High Income ETF
YYY
$603M
$5.9M 0.02%
503,547
+19,819
VCRB icon
763
Vanguard Core Bond ETF
VCRB
$3.8B
$5.88M 0.02%
75,820
+16,086
SUSA icon
764
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$5.88M 0.02%
46,362
-2,582
BXSL icon
765
Blackstone Secured Lending
BXSL
$6.16B
$5.87M 0.02%
190,811
+96,246
FCOM icon
766
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
$5.86M 0.02%
90,418
+23,785
DDWM icon
767
WisdomTree Dynamic International Equity Fund
DDWM
$830M
$5.85M 0.02%
147,612
+28,056
RSPU icon
768
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$488M
$5.84M 0.02%
82,122
-2,148
AEM icon
769
Agnico Eagle Mines
AEM
$84.4B
$5.84M 0.02%
49,107
+7,619
SCHO icon
770
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$5.83M 0.02%
239,137
+13,368
FTRI icon
771
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$105M
$5.83M 0.02%
409,402
-36,740
ICE icon
772
Intercontinental Exchange
ICE
$86.7B
$5.82M 0.02%
31,735
-1,016
HBAN icon
773
Huntington Bancshares
HBAN
$24.6B
$5.82M 0.02%
347,279
+1,535
SCHR icon
774
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
$5.81M 0.02%
232,079
-15,640
BSX icon
775
Boston Scientific
BSX
$152B
$5.79M 0.02%
53,930
+5,731
29 30
31
32 33