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
FLRN icon
801
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.77B
$6.3M 0.02%
204,882
+5,484
IWS icon
802
iShares Russell Mid-Cap Value ETF
IWS
$14.7B
$6.29M 0.02%
44,596
+3,946
IYJ icon
803
iShares US Industrials ETF
IYJ
$2.29B
$6.26M 0.02%
42,262
-322
LNT icon
804
Alliant Energy
LNT
$18.4B
$6.23M 0.02%
95,879
+4,143
DJP icon
805
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$784M
$6.22M 0.02%
165,504
+18,712
GSIE icon
806
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.16B
$6.21M 0.02%
144,626
-3,020
SOFI icon
807
SoFi Technologies
SOFI
$24.1B
$6.21M 0.02%
237,001
+563
BILS icon
808
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$6.15M 0.02%
62,018
+17,902
HBAN icon
809
Huntington Bancshares
HBAN
$33.1B
$6.14M 0.02%
354,096
+894
BSX icon
810
Boston Scientific
BSX
$106B
$6.14M 0.02%
64,365
-10,656
ADM icon
811
Archer Daniels Midland
ADM
$32.5B
$6.13M 0.02%
106,637
-31,911
QBTS icon
812
D-Wave Quantum
QBTS
$6.88B
$6.13M 0.02%
234,352
-35,518
SCCO icon
813
Southern Copper
SCCO
$153B
$6.13M 0.02%
43,069
+14,178
VSS icon
814
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.7B
$6.12M 0.02%
42,667
+3,155
RING icon
815
iShares MSCI Global Gold Miners ETF
RING
$3.6B
$6.11M 0.02%
82,988
-4,891
IFRA icon
816
iShares US Infrastructure ETF
IFRA
$3.71B
$6.11M 0.02%
116,078
+1,384
IONQ icon
817
IonQ
IONQ
$12.8B
$6.09M 0.02%
135,649
-6,799
SCHP icon
818
Schwab US TIPS ETF
SCHP
$15.5B
$6.08M 0.02%
229,719
+18,824
EVMO
819
Eaton Vance Mortgage Opportunities ETF
EVMO
$855M
$6.08M 0.02%
119,945
+11,334
PSFF icon
820
Pacer Swan SOS Fund of Funds ETF
PSFF
$560M
$6.08M 0.02%
188,120
-423
VALE icon
821
Vale
VALE
$63.9B
$6.07M 0.02%
465,441
-25,533
SILA
822
Sila Realty Trust
SILA
$1.35B
$6.07M 0.02%
260,185
-51,396
HEGD icon
823
Swan Hedged Equity US Large Cap ETF
HEGD
$613M
$6.06M 0.02%
240,529
+22,250
IBDS icon
824
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.72B
$6.06M 0.02%
249,692
+9,278
EIPI
825
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.05B
$6.06M 0.02%
304,814
-1,364
31 32
33
34 35