Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.4B
AUM Growth
+$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$39.9M
3
+$25.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$25M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$22.7M

Top Sells

1
+$28M
2
+$22.4M
3
+$16.9M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.5M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$13.4M

Sector Composition

1 Technology 12.56%
2 Financials 5%
3 Consumer Discretionary 3.68%
4 Communication Services 3.05%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLTR icon
826
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.99B
$5.83M 0.02%
35,243
+6,828
IBDR icon
827
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.79B
$5.83M 0.02%
239,705
+11,685
WELL icon
828
Welltower
WELL
$134B
$5.81M 0.02%
32,596
-7,391
ALAB icon
829
Astera Labs
ALAB
$28.7B
$5.8M 0.02%
29,621
+6,611
TT icon
830
Trane Technologies
TT
$101B
$5.78M 0.02%
13,695
+2,789
ADSK icon
831
Autodesk
ADSK
$51B
$5.77M 0.02%
18,173
+4,684
ZTS icon
832
Zoetis
ZTS
$56.2B
$5.76M 0.02%
39,383
-5,187
ACGL icon
833
Arch Capital
ACGL
$36.6B
$5.76M 0.02%
63,491
+982
SPTS icon
834
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.66B
$5.73M 0.02%
195,277
-2,174
RGTI icon
835
Rigetti Computing
RGTI
$5.84B
$5.72M 0.02%
192,007
+12,941
DBMF icon
836
iMGP DBi Managed Futures Strategy ETF
DBMF
$2.44B
$5.71M 0.02%
208,938
+12,388
RING icon
837
iShares MSCI Global Gold Miners ETF
RING
$3.38B
$5.69M 0.02%
87,879
-26,350
SCHP icon
838
Schwab US TIPS ETF
SCHP
$15.2B
$5.68M 0.02%
210,895
+9,655
BBLU icon
839
EA Bridgeway Blue Chip ETF
BBLU
$371M
$5.68M 0.02%
377,771
-4,662
FNF icon
840
Fidelity National Financial
FNF
$15.6B
$5.68M 0.02%
93,859
-127
IWS icon
841
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$5.68M 0.02%
40,650
+3,182
PSI icon
842
Invesco Semiconductors ETF
PSI
$1.25B
$5.68M 0.02%
80,712
-14,411
SCHO icon
843
Schwab Short-Term US Treasury ETF
SCHO
$12.1B
$5.67M 0.02%
232,445
-6,692
MLPX icon
844
Global X MLP & Energy Infrastructure ETF
MLPX
$2.92B
$5.67M 0.02%
90,345
-9,266
NXST icon
845
Nexstar Media Group
NXST
$6.71B
$5.65M 0.02%
28,563
-4,910
VSS icon
846
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.9B
$5.63M 0.02%
39,512
+1,423
CAH icon
847
Cardinal Health
CAH
$53.8B
$5.63M 0.02%
35,855
+1,558
CW icon
848
Curtiss-Wright
CW
$23.9B
$5.62M 0.02%
10,355
+5,392
SPG icon
849
Simon Property Group
SPG
$64.9B
$5.62M 0.02%
29,938
-452
GM icon
850
General Motors
GM
$76.2B
$5.61M 0.02%
91,965
-6,030
32 33
34
35 36