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
CLX icon
776
Clorox
CLX
$13.9B
$6.59M 0.02%
65,387
-1,746
REGL icon
777
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.71B
$6.58M 0.02%
78,068
-462
RDDT icon
778
Reddit
RDDT
$26.6B
$6.58M 0.02%
28,603
+2,132
NUEM icon
779
Nuveen ESG Emerging Markets Equity ETF
NUEM
$335M
$6.57M 0.02%
184,760
+5,167
CWI icon
780
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.43B
$6.57M 0.02%
182,795
-11,548
PSI icon
781
Invesco Semiconductors ETF
PSI
$1.19B
$6.57M 0.02%
83,257
+2,545
CAIE
782
Calamos Autocallable Income ETF
CAIE
$728M
$6.56M 0.02%
245,454
+181,858
SCHR icon
783
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$6.56M 0.02%
261,637
+24,039
WBD icon
784
Warner Bros
WBD
$69.3B
$6.55M 0.02%
227,362
-13,945
PAPR icon
785
Innovator US Equity Power Buffer ETF April
PAPR
$760M
$6.55M 0.02%
167,496
-1,284
VRTX icon
786
Vertex Pharmaceuticals
VRTX
$116B
$6.51M 0.02%
14,357
+240
DOW icon
787
Dow Inc
DOW
$23.9B
$6.5M 0.02%
277,885
+7,749
MLPX icon
788
Global X MLP & Energy Infrastructure ETF
MLPX
$3.3B
$6.5M 0.02%
107,307
+16,962
NDAQ icon
789
Nasdaq
NDAQ
$50.3B
$6.49M 0.02%
66,781
+584
PJAN icon
790
Innovator US Equity Power Buffer ETF January
PJAN
$1.52B
$6.49M 0.02%
137,939
+37
FXU icon
791
First Trust Utilities AlphaDEX Fund
FXU
$837M
$6.45M 0.02%
143,282
-24,933
CCJ icon
792
Cameco
CCJ
$47.8B
$6.43M 0.02%
70,341
-835
PTY icon
793
PIMCO Corporate & Income Opportunity Fund
PTY
$2.38B
$6.43M 0.02%
498,639
+7,715
AFMC icon
794
First Trust Active Factor Mid Cap ETF
AFMC
$129M
$6.42M 0.02%
186,150
+1,716
BUXX icon
795
Strive Enhanced Income Short Maturity ETF
BUXX
$382M
$6.4M 0.02%
316,337
-17,861
RPG icon
796
Invesco S&P 500 Pure Growth ETF
RPG
$1.57B
$6.4M 0.02%
137,106
-19,403
SLYG icon
797
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.99B
$6.4M 0.02%
67,912
-305
RSPU icon
798
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$539M
$6.38M 0.02%
85,390
-2,513
IWO icon
799
iShares Russell 2000 Growth ETF
IWO
$12.5B
$6.34M 0.02%
19,617
+351
SUSC icon
800
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.38B
$6.32M 0.02%
270,039
+17,127
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