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
CHD icon
776
Church & Dwight Co
CHD
$20.2B
$5.79M 0.02%
60,277
-1,891
NXST icon
777
Nexstar Media Group
NXST
$5.52B
$5.79M 0.02%
33,473
-1,011
CPNJ
778
Calamos Nasdaq-100 Structured Alt Protection ETF - June
CPNJ
$45.4M
$5.78M 0.02%
221,108
+67,995
SPTS icon
779
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.77B
$5.78M 0.02%
197,451
-15,179
CAH icon
780
Cardinal Health
CAH
$48.8B
$5.76M 0.02%
34,297
+1,184
EIPI
781
FT Energy Income Partners Enhanced Income ETF
EIPI
$918M
$5.71M 0.02%
289,673
-34,086
PSI icon
782
Invesco Semiconductors ETF
PSI
$855M
$5.7M 0.02%
95,123
-6,077
FBT icon
783
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.22B
$5.7M 0.02%
35,338
+4,277
HYS icon
784
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
$5.7M 0.02%
59,979
-3,938
NDAQ icon
785
Nasdaq
NDAQ
$49.7B
$5.7M 0.02%
63,728
+3,048
ACGL icon
786
Arch Capital
ACGL
$33.6B
$5.69M 0.02%
62,509
-335
ARKW icon
787
ARK Web x.0 ETF
ARKW
$2.45B
$5.68M 0.02%
38,459
+6,517
BTI icon
788
British American Tobacco
BTI
$118B
$5.66M 0.02%
119,669
-22,237
BGLD icon
789
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
$69.3M
$5.65M 0.02%
263,133
+132,331
ITB icon
790
iShares US Home Construction ETF
ITB
$2.95B
$5.64M 0.02%
60,582
+4,021
PFLD icon
791
AAM Low Duration Preferred and Income Securities ETF
PFLD
$487M
$5.64M 0.02%
287,444
-13,223
UL icon
792
Unilever
UL
$145B
$5.61M 0.02%
91,707
+4,033
NLR icon
793
VanEck Uranium + Nuclear Energy ETF
NLR
$2.76B
$5.59M 0.02%
50,283
+20,261
IDU icon
794
iShares US Utilities ETF
IDU
$1.65B
$5.58M 0.02%
53,327
+11,164
CCJ icon
795
Cameco
CCJ
$36.9B
$5.56M 0.02%
74,891
-140
IBDR icon
796
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$5.53M 0.02%
228,020
+5,923
FTXL icon
797
First Trust Nasdaq Semiconductor ETF
FTXL
$350M
$5.49M 0.02%
57,196
-925
RGLD icon
798
Royal Gold
RGLD
$15.7B
$5.48M 0.02%
30,799
+3,603
GLOF icon
799
iShares Global Equity Factor ETF
GLOF
$157M
$5.48M 0.02%
+113,624
PEG icon
800
Public Service Enterprise Group
PEG
$41.3B
$5.46M 0.02%
64,894
-2,366
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