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 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IPKW icon
1101
Invesco International BuyBack Achievers ETF
IPKW
$529M
$3.65M 0.01%
65,637
+34,695
PDX
1102
PIMCO Dynamic Income Strategy Fund
PDX
$908M
$3.65M 0.01%
194,265
+17,437
PHYL icon
1103
PGIM Active High Yield Bond ETF
PHYL
$1.24B
$3.64M 0.01%
+102,668
WTRG icon
1104
Essential Utilities
WTRG
$11.6B
$3.63M 0.01%
94,771
-6,380
UFEB icon
1105
Innovator US Equity Ultra Buffer ETF February
UFEB
$235M
$3.63M 0.01%
98,634
+401
VFMV icon
1106
Vanguard US Minimum Volatility ETF
VFMV
$346M
$3.63M 0.01%
27,820
+165
FLBL icon
1107
Franklin Senior Loan ETF
FLBL
$887M
$3.62M 0.01%
154,670
+1,036
EVSM icon
1108
Eaton Vance Short Duration Municipal Income ETF
EVSM
$647M
$3.62M 0.01%
71,879
+12,190
PFXF icon
1109
VanEck Preferred Securities ex Financials ETF
PFXF
$2.21B
$3.62M 0.01%
204,822
+11,588
GDMN icon
1110
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$263M
$3.59M 0.01%
38,600
-4,482
BDVL
1111
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.48B
$3.58M 0.01%
144,314
+32,521
ARKQ icon
1112
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.01B
$3.58M 0.01%
31,203
+4,374
TRFK icon
1113
Pacer Data and Digital Revolution ETF
TRFK
$450M
$3.58M 0.01%
55,833
+37,208
VWOB icon
1114
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.9B
$3.57M 0.01%
52,969
+19,057
EUDG icon
1115
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$71.7M
$3.57M 0.01%
95,152
-4,317
FJP icon
1116
First Trust Japan AlphaDEX Fund
FJP
$230M
$3.55M 0.01%
52,879
-463
HIG icon
1117
Hartford Financial Services
HIG
$38.1B
$3.55M 0.01%
25,761
-2,289
ILDR icon
1118
First Trust Innovation Leaders ETF
ILDR
$222M
$3.55M 0.01%
107,563
+65,752
TAXF icon
1119
American Century Diversified Municipal Bond ETF
TAXF
$569M
$3.55M 0.01%
70,447
-10,220
VGK icon
1120
Vanguard FTSE Europe ETF
VGK
$30.1B
$3.54M 0.01%
42,379
+1,202
FANG icon
1121
Diamondback Energy
FANG
$51.6B
$3.52M 0.01%
23,443
-6,354
OC icon
1122
Owens Corning
OC
$8.62B
$3.52M 0.01%
31,491
-3,604
GJUL icon
1123
FT Vest US Equity Moderate Buffer ETF July
GJUL
$399M
$3.52M 0.01%
85,240
-2,871
ARKW icon
1124
ARK Web x.0 ETF
ARKW
$1.67B
$3.51M 0.01%
23,782
-1,466
MISL icon
1125
First Trust Indxx Aerospace & Defense ETF
MISL
$1.52B
$3.51M 0.01%
82,072
+33,905
43 44
45
46 47