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
EBAY icon
976
eBay
EBAY
$37.3B
$4.47M 0.01%
49,114
-583
HYBL icon
977
State Street Blackstone High Income ETF
HYBL
$535M
$4.46M 0.01%
155,792
+32,639
YUM icon
978
Yum! Brands
YUM
$42.2B
$4.46M 0.01%
29,337
-132
SEIX icon
979
Virtus SEIX Senior Loan ETF
SEIX
$272M
$4.45M 0.01%
188,824
+14,677
CGHM
980
Capital Group Municipal High-Income ETF
CGHM
$2.41B
$4.44M 0.01%
175,705
+38,816
DKNG icon
981
DraftKings
DKNG
$17B
$4.44M 0.01%
118,804
+3,508
ARKW icon
982
ARK Web x.0 ETF
ARKW
$2.13B
$4.41M 0.01%
25,248
-13,211
PDX
983
PIMCO Dynamic Income Strategy Fund
PDX
$976M
$4.41M 0.01%
176,828
-3,304
FEP icon
984
First Trust Europe AlphaDEX Fund
FEP
$353M
$4.41M 0.01%
86,065
+4,039
BILS icon
985
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$4.39M 0.01%
44,116
-20,310
FTRI icon
986
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$101M
$4.39M 0.01%
288,855
-120,547
TACK icon
987
Fairlead Tactical Sector ETF
TACK
$273M
$4.39M 0.01%
146,234
-9,116
GPC icon
988
Genuine Parts
GPC
$18.2B
$4.38M 0.01%
31,608
+3,949
GDXJ icon
989
VanEck Junior Gold Miners ETF
GDXJ
$9.15B
$4.38M 0.01%
44,210
+577
PSEP icon
990
Innovator US Equity Power Buffer ETF September
PSEP
$934M
$4.38M 0.01%
101,887
+11,038
IAK icon
991
iShares US Insurance ETF
IAK
$513M
$4.37M 0.01%
32,630
+9,455
DUKQ
992
Ocean Park Domestic ETF
DUKQ
$14.7M
$4.37M 0.01%
158,728
+9,947
DFEB icon
993
FT Vest US Equity Deep Buffer ETF February
DFEB
$394M
$4.37M 0.01%
93,874
-11,287
GOF icon
994
Guggenheim Strategic Opportunities Fund
GOF
$2.45B
$4.37M 0.01%
291,622
+55,452
CLM icon
995
Cornerstone Strategic Value Fund
CLM
$2.35B
$4.35M 0.01%
525,268
+26,419
BR icon
996
Broadridge
BR
$26.6B
$4.33M 0.01%
18,185
+4,275
J icon
997
Jacobs Solutions
J
$16B
$4.3M 0.01%
28,686
+5,210
DUHP icon
998
Dimensional US High Profitability ETF
DUHP
$10.2B
$4.3M 0.01%
113,732
+12,415
LONZ icon
999
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$491M
$4.28M 0.01%
83,843
-863
FLCC
1000
Federated Hermes MDT Large Cap Core ETF
FLCC
$48.5M
$4.28M 0.01%
133,553
-10,511
38 39
40
41 42