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
$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 4.99%
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
FCOM icon
876
Fidelity MSCI Communication Services Index ETF
FCOM
$1.86B
$5.26M 0.01%
74,150
-16,268
IFV icon
877
First Trust Dorsey Wright International Focus 5 ETF
IFV
$183M
$5.25M 0.01%
214,330
+18,225
SPYI icon
878
NEOS S&P 500 High Income ETF
SPYI
$6.24B
$5.25M 0.01%
100,315
+24,104
DFUV icon
879
Dimensional US Marketwide Value ETF
DFUV
$12.6B
$5.23M 0.01%
117,031
+3,958
PEG icon
880
Public Service Enterprise Group
PEG
$41.7B
$5.22M 0.01%
62,516
-2,378
JPIB icon
881
JPMorgan International Bond Opportunities ETF
JPIB
$1.41B
$5.21M 0.01%
106,246
+5,416
BTC
882
Grayscale Bitcoin Mini Trust ETF
BTC
$3.96B
$5.21M 0.01%
102,812
+12,915
DJP icon
883
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$639M
$5.2M 0.01%
146,792
+17,191
HSMV icon
884
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
$27.2M
$5.2M 0.01%
142,946
+5,988
LEN icon
885
Lennar Class A
LEN
$32.4B
$5.19M 0.01%
41,202
+16,025
XME icon
886
State Street SPDR S&P Metals & Mining ETF
XME
$2.7B
$5.17M 0.01%
55,496
-5,629
ICE icon
887
Intercontinental Exchange
ICE
$89.7B
$5.17M 0.01%
30,662
-1,073
MTZ icon
888
MasTec
MTZ
$16.9B
$5.16M 0.01%
24,237
+7,822
SFM icon
889
Sprouts Farmers Market
SFM
$8.16B
$5.14M 0.01%
47,253
+1,006
VOX icon
890
Vanguard Communication Services ETF
VOX
$5.86B
$5.14M 0.01%
27,386
-1,149
RBLX icon
891
Roblox
RBLX
$66.7B
$5.14M 0.01%
37,075
+2,753
CGCV
892
Capital Group Conservative Equity ETF
CGCV
$1.12B
$5.13M 0.01%
170,355
+60,158
MFSB
893
MFS Active Core Plus Bond ETF
MFSB
$137M
$5.13M 0.01%
203,210
+112,014
TILT icon
894
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.85B
$5.12M 0.01%
21,118
+1,386
MNST icon
895
Monster Beverage
MNST
$73.3B
$5.12M 0.01%
76,010
+26,972
RSPT icon
896
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.93B
$5.12M 0.01%
114,758
-116
PID icon
897
Invesco International Dividend Achievers ETF
PID
$889M
$5.11M 0.01%
240,225
+599
VIS icon
898
Vanguard Industrials ETF
VIS
$6.31B
$5.1M 0.01%
17,224
-1,060
XYZ
899
Block Inc
XYZ
$40.6B
$5.1M 0.01%
70,579
-17,119
FDG icon
900
American Century Focused Dynamic Growth ETF
FDG
$353M
$5.1M 0.01%
42,348
-1,248
34 35
36
37 38