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
FWD icon
951
AB Disruptors ETF
FWD
$1.51B
$4.85M 0.01%
46,418
+1,681
DTE icon
952
DTE Energy
DTE
$31.2B
$4.84M 0.01%
37,518
+1,817
KGC icon
953
Kinross Gold
KGC
$39.1B
$4.84M 0.01%
171,752
+37,795
YUM icon
954
Yum! Brands
YUM
$44.2B
$4.83M 0.01%
31,907
+2,570
POCT icon
955
Innovator US Equity Power Buffer ETF October
POCT
$1.06B
$4.83M 0.01%
109,869
+34,220
STLD icon
956
Steel Dynamics
STLD
$26.3B
$4.82M 0.01%
28,471
+49
TOL icon
957
Toll Brothers
TOL
$14B
$4.8M 0.01%
35,527
-1,355
RSPT icon
958
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.98B
$4.8M 0.01%
105,492
-9,266
IDV icon
959
iShares International Select Dividend ETF
IDV
$7.79B
$4.79M 0.01%
121,544
+4,798
CSL icon
960
Carlisle Companies
CSL
$14.5B
$4.77M 0.01%
14,909
+502
VONV icon
961
Vanguard Russell 1000 Value ETF
VONV
$15B
$4.77M 0.01%
51,642
+892
ES icon
962
Eversource Energy
ES
$28B
$4.76M 0.01%
70,769
-17,375
WY icon
963
Weyerhaeuser
WY
$17.7B
$4.76M 0.01%
200,936
+10,941
QMAR icon
964
FT Vest Growth-100 Buffer ETF March
QMAR
$466M
$4.74M 0.01%
143,560
-4,168
OMC icon
965
Omnicom Group
OMC
$26.4B
$4.73M 0.01%
58,586
+20,904
LCTU icon
966
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$4.72M 0.01%
63,755
-1,287
MSA icon
967
Mine Safety
MSA
$7.11B
$4.72M 0.01%
29,460
+105
PMAR icon
968
Innovator US Equity Power Buffer ETF March
PMAR
$601M
$4.71M 0.01%
104,897
+162
FLCC
969
Federated Hermes MDT Large Cap Core ETF
FLCC
$60.4M
$4.71M 0.01%
144,984
+11,431
JPEF icon
970
JPMorgan Equity Focus ETF
JPEF
$1.71B
$4.71M 0.01%
63,019
+13,325
CMDT icon
971
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$740M
$4.71M 0.01%
170,586
+2,700
NJUL icon
972
Innovator Growth-100 Power Buffer ETF July
NJUL
$215M
$4.7M 0.01%
64,700
+39
CLM icon
973
Cornerstone Strategic Value Fund
CLM
$2.12B
$4.7M 0.01%
561,577
+36,309
JOET icon
974
Virtus Terranova US Quality Momentum ETF
JOET
$231M
$4.68M 0.01%
111,368
+31,657
GJAN icon
975
FT Vest US Equity Moderate Buffer ETF January
GJAN
$452M
$4.66M 0.01%
108,809
+8,052
37 38
39
40 41