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
ILF icon
776
iShares Latin America 40 ETF
ILF
$2.33B
$6.33M 0.02%
219,272
+155,286
AFMC icon
777
First Trust Active Factor Mid Cap ETF
AFMC
$93.2M
$6.33M 0.02%
184,434
-6,361
PJAN icon
778
Innovator US Equity Power Buffer ETF January
PJAN
$1.18B
$6.32M 0.02%
137,902
-1,694
NUHY icon
779
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$109M
$6.31M 0.02%
289,664
-6,638
RKLB icon
780
Rocket Lab Corp
RKLB
$22.5B
$6.28M 0.02%
131,101
+54,932
ES icon
781
Eversource Energy
ES
$25.2B
$6.27M 0.02%
88,144
+24,862
FAST icon
782
Fastenal
FAST
$46.4B
$6.26M 0.02%
127,664
+18,329
SOFI icon
783
SoFi Technologies
SOFI
$35.8B
$6.25M 0.02%
236,438
-29,519
AVDV icon
784
Avantis International Small Cap Value ETF
AVDV
$14.6B
$6.24M 0.02%
70,069
+34,137
FTXL icon
785
First Trust Nasdaq Semiconductor ETF
FTXL
$1.29B
$6.24M 0.02%
55,760
-1,436
IQV icon
786
IQVIA
IQV
$39.2B
$6.23M 0.02%
32,822
+920
CHD icon
787
Church & Dwight Co
CHD
$20.4B
$6.23M 0.02%
71,097
+10,820
IYJ icon
788
iShares US Industrials ETF
IYJ
$1.67B
$6.21M 0.02%
42,584
+282
IYH icon
789
iShares US Healthcare ETF
IYH
$3.57B
$6.2M 0.02%
105,618
-24,457
DOW icon
790
Dow Inc
DOW
$17B
$6.19M 0.02%
270,136
-14,066
FJAN icon
791
FT Vest US Equity Buffer ETF January
FJAN
$1.15B
$6.19M 0.02%
123,485
-81,934
LNT icon
792
Alliant Energy
LNT
$17.9B
$6.18M 0.02%
91,736
-6,255
IWO icon
793
iShares Russell 2000 Growth ETF
IWO
$13.1B
$6.17M 0.02%
19,266
+1,488
FLRN icon
794
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.65B
$6.15M 0.02%
199,398
-172,742
ETY icon
795
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.47B
$6.14M 0.02%
386,084
-4,507
CGGE
796
Capital Group Global Equity ETF
CGGE
$1.34B
$6.13M 0.02%
199,239
+78,947
WPM icon
797
Wheaton Precious Metals
WPM
$50B
$6.13M 0.02%
54,844
+1,569
DD icon
798
DuPont de Nemours
DD
$16.7B
$6.11M 0.02%
78,463
+8,859
HBAN icon
799
Huntington Bancshares
HBAN
$25.5B
$6.1M 0.02%
353,202
+5,923
RDDT icon
800
Reddit
RDDT
$41B
$6.09M 0.02%
26,471
-1,305
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