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
BTC
976
Grayscale Bitcoin Mini Trust ETF
BTC
$2.97B
$4.65M 0.01%
120,093
+17,281
ZS icon
977
Zscaler
ZS
$26.4B
$4.61M 0.01%
20,494
-1,560
SPIB icon
978
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$4.59M 0.01%
135,894
+29,666
SHYM
979
iShares Short Duration High Yield Muni Active ETF
SHYM
$506M
$4.59M 0.01%
206,499
+4,730
MART icon
980
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$24.4M
$4.58M 0.01%
118,351
-7,923
IWN icon
981
iShares Russell 2000 Value ETF
IWN
$12.5B
$4.57M 0.01%
25,210
+1,288
MTB icon
982
M&T Bank
MTB
$31.4B
$4.57M 0.01%
22,671
-1,040
DHI icon
983
D.R. Horton
DHI
$42.7B
$4.52M 0.01%
31,396
-9,564
KHPI
984
Kensington Hedged Premium Income ETF
KHPI
$315M
$4.49M 0.01%
174,985
+66,705
BDYN
985
iShares Dynamic Equity Active ETF
BDYN
$2.44B
$4.48M 0.01%
174,844
+36,858
CHKP icon
986
Check Point Software Technologies
CHKP
$17.7B
$4.48M 0.01%
24,125
+447
MDYG icon
987
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.51B
$4.47M 0.01%
48,314
-9,388
FEGE
988
First Eagle Global Equity ETF
FEGE
$1.41B
$4.44M 0.01%
96,422
+38,313
EWQ icon
989
iShares MSCI France ETF
EWQ
$353M
$4.4M 0.01%
97,885
-16,623
PSEP icon
990
Innovator US Equity Power Buffer ETF September
PSEP
$873M
$4.39M 0.01%
100,522
-1,365
DKNG icon
991
DraftKings
DKNG
$12.4B
$4.39M 0.01%
127,492
+8,688
TROW icon
992
T. Rowe Price
TROW
$19.7B
$4.39M 0.01%
42,873
-2,608
SECT icon
993
Main Sector Rotation ETF
SECT
$2.39B
$4.38M 0.01%
67,946
+836
PAUG icon
994
Innovator US Equity Power Buffer ETF August
PAUG
$879M
$4.38M 0.01%
101,276
+9,458
PMMF
995
iShares Prime Money Market ETF
PMMF
$466M
$4.38M 0.01%
43,660
+29,019
PFEB icon
996
Innovator US Equity Power Buffer ETF February
PFEB
$868M
$4.37M 0.01%
107,376
+2,223
IBDU icon
997
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.65B
$4.36M 0.01%
186,470
+25,122
DKS icon
998
Dick's Sporting Goods
DKS
$17.7B
$4.35M 0.01%
21,987
+272
STXE icon
999
Strive Emerging Markets ex-China ETF
STXE
$119M
$4.35M 0.01%
121,087
-423
TACK icon
1000
Fairlead Tactical Sector ETF
TACK
$272M
$4.35M 0.01%
145,015
-1,219
38 39
40
41 42