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
IYC icon
851
iShares US Consumer Discretionary ETF
IYC
$1.3B
$5.74M 0.02%
55,608
-17,952
RY icon
852
Royal Bank of Canada
RY
$228B
$5.73M 0.02%
33,620
+9,281
CRDO icon
853
Credo Technology Group
CRDO
$20.3B
$5.71M 0.02%
39,668
-8,517
FJUN icon
854
FT Vest US Equity Buffer ETF June
FJUN
$1.08B
$5.7M 0.02%
99,928
-6,971
UITB icon
855
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$5.69M 0.02%
120,230
-16,771
HFRO
856
Highland Opportunities and Income Fund
HFRO
$329M
$5.68M 0.02%
950,061
+15,073
PEG icon
857
Public Service Enterprise Group
PEG
$41.6B
$5.66M 0.02%
70,536
+8,020
AOM icon
858
iShares Core Moderate Allocation ETF
AOM
$1.68B
$5.66M 0.01%
118,502
-52,047
IBDT icon
859
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.77B
$5.66M 0.01%
222,194
+25,974
SNA icon
860
Snap-on
SNA
$19.3B
$5.65M 0.01%
16,396
+293
ITB icon
861
iShares US Home Construction ETF
ITB
$2.54B
$5.65M 0.01%
58,662
-4,838
TT icon
862
Trane Technologies
TT
$93.7B
$5.63M 0.01%
14,452
+757
ATO icon
863
Atmos Energy
ATO
$30.6B
$5.62M 0.01%
33,505
+4,054
BSCT icon
864
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.8B
$5.61M 0.01%
297,887
+122,281
AUSF icon
865
Global X Adaptive US Factor ETF
AUSF
$814M
$5.6M 0.01%
120,845
+65,499
ARM icon
866
Arm
ARM
$121B
$5.6M 0.01%
51,206
-23,073
IVES
867
Dan IVES Wedbush AI Revolution ETF
IVES
$934M
$5.58M 0.01%
176,626
+97,155
ACGL icon
868
Arch Capital
ACGL
$34.6B
$5.58M 0.01%
58,149
-5,342
IBDR icon
869
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
$5.56M 0.01%
229,501
-10,204
AMT icon
870
American Tower
AMT
$87.9B
$5.56M 0.01%
31,644
-7,528
SNPS icon
871
Synopsys
SNPS
$83.8B
$5.55M 0.01%
11,825
-64
BBLU icon
872
EA Bridgeway Blue Chip ETF
BBLU
$371M
$5.52M 0.01%
361,694
-16,077
BUFZ icon
873
FT Vest Laddered Moderate Buffer ETF
BUFZ
$834M
$5.51M 0.01%
207,597
+26,536
EWZ icon
874
iShares MSCI Brazil ETF
EWZ
$9.04B
$5.5M 0.01%
172,954
-1,831
IUS icon
875
Invesco RAFI Strategic US ETF
IUS
$718M
$5.49M 0.01%
96,115
+6,258
33 34
35
36 37