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
CVX icon
76
Chevron
CVX
$302B
$81.4M 0.22%
524,219
+33,784
VO icon
77
Vanguard Mid-Cap ETF
VO
$89.4B
$81M 0.22%
275,752
+24,708
XLF icon
78
Financial Select Sector SPDR Fund
XLF
$53.3B
$78.2M 0.21%
1,452,462
+205,821
PHYS icon
79
Sprott Physical Gold
PHYS
$15.5B
$77.8M 0.21%
2,628,030
+122,982
DYNF icon
80
BlackRock US Equity Factor Rotation ETF
DYNF
$29.7B
$76.3M 0.21%
1,289,273
+164,545
SPYG icon
81
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45B
$74.6M 0.2%
713,704
+53,230
MA icon
82
Mastercard
MA
$494B
$74.1M 0.2%
130,200
+3,171
ORCL icon
83
Oracle
ORCL
$576B
$73.8M 0.2%
262,312
+19,789
IAU icon
84
iShares Gold Trust
IAU
$65.6B
$72.8M 0.2%
1,000,779
+83,686
IEMG icon
85
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$72.6M 0.2%
1,100,633
+75,134
SCHX icon
86
Schwab US Large- Cap ETF
SCHX
$62.8B
$71.6M 0.2%
2,716,644
+27,063
T icon
87
AT&T
T
$184B
$71.4M 0.2%
2,528,536
+76,504
TSM icon
88
TSMC
TSM
$1.51T
$71.3M 0.2%
255,122
+6,148
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$101B
$71.1M 0.2%
1,088,814
+481
IWM icon
90
iShares Russell 2000 ETF
IWM
$70.4B
$71M 0.2%
293,379
+24,747
FVD icon
91
First Trust Value Line Dividend Fund
FVD
$8.61B
$70.9M 0.19%
1,533,287
-290,366
DGRO icon
92
iShares Core Dividend Growth ETF
DGRO
$35.6B
$70.1M 0.19%
1,030,310
+29,529
MOAT icon
93
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$70M 0.19%
706,544
-30,579
TCAF icon
94
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$6.16B
$69.6M 0.19%
1,845,645
+80,062
CRWD icon
95
CrowdStrike
CRWD
$128B
$69.1M 0.19%
141,005
-2,874
VCIT icon
96
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.8B
$68.8M 0.19%
818,395
+297,335
BIV icon
97
Vanguard Intermediate-Term Bond ETF
BIV
$26.5B
$68.7M 0.19%
880,245
+6,295
SMH icon
98
VanEck Semiconductor ETF
SMH
$36.9B
$68.5M 0.19%
209,932
+18,483
TLT icon
99
iShares 20+ Year Treasury Bond ETF
TLT
$50.2B
$68.3M 0.19%
763,812
+37,480
IUSB icon
100
iShares Core Universal USD Bond ETF
IUSB
$33.7B
$68M 0.19%
1,456,587
-92,730
2 3
4
5 6