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
VOTE icon
826
TCW Transform 500 ETF
VOTE
$933M
$6.05M 0.02%
75,376
-1,675
DGS icon
827
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
$6.04M 0.02%
105,435
+9,898
EDIV icon
828
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.15B
$6.03M 0.02%
154,021
+25,948
OKLO
829
Oklo
OKLO
$9.1B
$6.03M 0.02%
83,958
-20,052
NXP icon
830
Nuveen Select Tax-Free Income Portfolio
NXP
$753M
$5.97M 0.02%
423,485
-28,539
PDEC icon
831
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$5.95M 0.02%
137,174
-31,756
VLUE icon
832
iShares MSCI USA Value Factor ETF
VLUE
$9.79B
$5.94M 0.02%
43,470
+15,085
WPM icon
833
Wheaton Precious Metals
WPM
$66.7B
$5.94M 0.02%
50,542
-4,302
ROBT icon
834
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$652M
$5.92M 0.02%
114,057
+52,526
NFLT icon
835
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$389M
$5.9M 0.02%
256,042
+46,089
DBMF icon
836
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.07B
$5.87M 0.02%
209,240
+302
GSK icon
837
GSK
GSK
$109B
$5.87M 0.02%
119,610
-6,776
TPHD icon
838
Timothy Plan High Dividend Stock ETF
TPHD
$340M
$5.86M 0.02%
152,185
+44,614
SCHO icon
839
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$5.86M 0.02%
240,531
+8,086
CMG icon
840
Chipotle Mexican Grill
CMG
$46.1B
$5.84M 0.02%
157,955
-48,100
NXST icon
841
Nexstar Media Group
NXST
$7.51B
$5.83M 0.02%
28,708
+145
RWJ icon
842
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.63B
$5.82M 0.02%
119,530
-18,967
ASTS icon
843
AST SpaceMobile
ASTS
$26B
$5.82M 0.02%
80,059
+12,902
FELC icon
844
Fidelity Enhanced Large Cap Core ETF
FELC
$6.41B
$5.81M 0.02%
152,331
-6,377
SPTS icon
845
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.59B
$5.81M 0.02%
198,486
+3,209
ETY icon
846
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.32B
$5.79M 0.02%
377,219
-8,865
FIX icon
847
Comfort Systems
FIX
$45B
$5.76M 0.02%
6,176
+49
IFV icon
848
First Trust Dorsey Wright International Focus 5 ETF
IFV
$240M
$5.76M 0.02%
231,877
+17,547
SPYD icon
849
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.42B
$5.75M 0.02%
132,824
-24,056
DFUV icon
850
Dimensional US Marketwide Value ETF
DFUV
$13.4B
$5.74M 0.02%
123,170
+6,139
32 33
34
35 36