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 5.23%
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
BBLU icon
826
EA Bridgeway Blue Chip ETF
BBLU
$355M
$5.26M 0.02%
382,433
-55,518
BSM icon
827
Black Stone Minerals
BSM
$2.82B
$5.23M 0.02%
399,907
+4,027
BUXX icon
828
Strive Enhanced Income Short Maturity ETF
BUXX
$318M
$5.22M 0.02%
256,970
+91,192
EWZ icon
829
iShares MSCI Brazil ETF
EWZ
$6.58B
$5.2M 0.02%
180,203
+1,840
SNA icon
830
Snap-on
SNA
$18B
$5.2M 0.02%
16,700
+718
FJUN icon
831
FT Vest US Equity Buffer ETF June
FJUN
$1.07B
$5.19M 0.02%
96,631
-1,675
TSPA icon
832
T. Rowe Price US Equity Research ETF
TSPA
$2.12B
$5.18M 0.02%
133,162
+98,328
PSFF icon
833
Pacer Swan SOS Fund of Funds ETF
PSFF
$547M
$5.17M 0.02%
169,778
-46,368
FIX icon
834
Comfort Systems
FIX
$33B
$5.17M 0.02%
9,644
+562
APO icon
835
Apollo Global Management
APO
$84.6B
$5.16M 0.02%
36,339
+1,778
CRWV
836
CoreWeave Inc
CRWV
$35.7B
$5.14M 0.02%
+31,531
AVDE icon
837
Avantis International Equity ETF
AVDE
$11.6B
$5.13M 0.02%
69,260
+47,255
EZM icon
838
WisdomTree US MidCap Fund
EZM
$815M
$5.12M 0.02%
82,954
-19,148
VIS icon
839
Vanguard Industrials ETF
VIS
$6.38B
$5.12M 0.02%
18,284
-4,602
VSS icon
840
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.58B
$5.12M 0.02%
38,089
-9
RWL icon
841
Invesco S&P 500 Revenue ETF
RWL
$7.3B
$5.1M 0.02%
48,893
-557
DGS icon
842
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.62B
$5.09M 0.02%
92,198
+9,627
IWO icon
843
iShares Russell 2000 Growth ETF
IWO
$13.2B
$5.08M 0.02%
17,778
-545
MART icon
844
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$27.1M
$5.08M 0.02%
141,325
-27,534
CGSM icon
845
Capital Group Short Duration Municipal Income ETF
CGSM
$952M
$5.07M 0.02%
194,393
+36,009
FSTA icon
846
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.32B
$5.06M 0.02%
98,934
-246
DBMF icon
847
iMGP DBi Managed Futures Strategy ETF
DBMF
$2B
$5.06M 0.02%
196,550
-14,129
MDYG icon
848
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
$5.05M 0.02%
58,121
-1,615
JMUB icon
849
JPMorgan Municipal ETF
JMUB
$6.47B
$5.04M 0.02%
101,603
+47,714
EQIX icon
850
Equinix
EQIX
$75.3B
$5.03M 0.02%
6,321
+722
32 33
34
35 36