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 5.22%
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
NJUL icon
951
Innovator Growth-100 Power Buffer ETF July
NJUL
$260M
$4.16M 0.01%
61,135
-3,818
BUFG icon
952
FT Vest Buffered Allocation Growth ETF
BUFG
$287M
$4.14M 0.01%
162,034
+1,304
GSST icon
953
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.04B
$4.13M 0.01%
+81,610
PDBC icon
954
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.56B
$4.12M 0.01%
315,742
-1,173,459
XME icon
955
State Street SPDR S&P Metals & Mining ETF
XME
$2.63B
$4.11M 0.01%
61,125
-87
SEIX icon
956
Virtus SEIX Senior Loan ETF
SEIX
$317M
$4.1M 0.01%
174,147
-37,357
VONV icon
957
Vanguard Russell 1000 Value ETF
VONV
$13.8B
$4.09M 0.01%
47,961
+7,357
BKIE icon
958
BNY Mellon International Equity ETF
BKIE
$1.02B
$4.08M 0.01%
47,357
+5,629
USXF icon
959
iShares ESG Advanced MSCI USA ETF
USXF
$1.2B
$4.08M 0.01%
75,590
+4,061
CRDO icon
960
Credo Technology Group
CRDO
$25.2B
$4.07M 0.01%
43,933
+22,203
PFEB icon
961
Innovator US Equity Power Buffer ETF February
PFEB
$839M
$4.06M 0.01%
106,785
-13,718
CLM icon
962
Cornerstone Strategic Value Fund
CLM
$2.31B
$4.05M 0.01%
498,849
-31,457
HYLB icon
963
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.83B
$4.05M 0.01%
109,676
-44,098
TLTW icon
964
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.38B
$4.05M 0.01%
174,557
-188,834
CLS icon
965
Celestica
CLS
$35.8B
$4.04M 0.01%
25,920
+5,363
CMDT icon
966
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$587M
$4.04M 0.01%
156,440
+573
SYLD icon
967
Cambria Shareholder Yield ETF
SYLD
$913M
$4.04M 0.01%
62,138
-11,077
TAXF icon
968
American Century Diversified Municipal Bond ETF
TAXF
$520M
$4.04M 0.01%
82,489
-3,029
SHYM
969
iShares Short Duration High Yield Muni Active ETF
SHYM
$397M
$4.03M 0.01%
180,788
+29,656
ES icon
970
Eversource Energy
ES
$27.5B
$4.03M 0.01%
63,282
-3,120
CNQ icon
971
Canadian Natural Resources
CNQ
$69.9B
$4.03M 0.01%
128,171
+4,132
DKS icon
972
Dick's Sporting Goods
DKS
$19.4B
$4.01M 0.01%
20,272
+1,361
CAPE icon
973
DoubleLine Shiller CAPE US Equities ETF
CAPE
$321M
$3.99M 0.01%
125,393
+2,579
PDP icon
974
Invesco Dorsey Wright Momentum ETF
PDP
$1.29B
$3.97M 0.01%
36,546
-62
OXY icon
975
Occidental Petroleum
OXY
$42.1B
$3.96M 0.01%
94,356
-3,534
37 38
39
40 41