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 5.23%
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
LNC icon
1101
Lincoln National
LNC
$8.46B
$3.27M 0.01%
94,382
-703
HYD icon
1102
VanEck High Yield Muni ETF
HYD
$4.04B
$3.26M 0.01%
64,894
+2,759
NICE icon
1103
Nice
NICE
$6.98B
$3.26M 0.01%
19,278
-85
NUSC icon
1104
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$3.26M 0.01%
79,922
-27,554
BUFZ icon
1105
FT Vest Laddered Moderate Buffer ETF
BUFZ
$768M
$3.24M 0.01%
130,131
+78,139
DXCM icon
1106
DexCom
DXCM
$25.9B
$3.24M 0.01%
37,166
+14,459
KTOS icon
1107
Kratos Defense & Security Solutions
KTOS
$12.8B
$3.23M 0.01%
69,604
+47,119
EVRG icon
1108
Evergy
EVRG
$16.7B
$3.23M 0.01%
46,894
+177
OR icon
1109
OR Royalties Inc
OR
$6.65B
$3.23M 0.01%
125,666
-30,217
YEAR icon
1110
AB Ultra Short Income ETF
YEAR
$1.44B
$3.22M 0.01%
63,649
-6,158
CSM icon
1111
ProShares Large Cap Core Plus
CSM
$488M
$3.22M 0.01%
45,730
+6,820
AOK icon
1112
iShares Core Conservative Allocation ETF
AOK
$730M
$3.21M 0.01%
82,169
-6,917
JD icon
1113
JD.com
JD
$40.7B
$3.2M 0.01%
97,980
+91,950
IGF icon
1114
iShares Global Infrastructure ETF
IGF
$8.88B
$3.2M 0.01%
53,992
+26,406
TPLE
1115
DELISTED
Timothy Plan US Large/Mid Cap Core Enhanced ETF
TPLE
$3.2M 0.01%
119,420
-1,236
FFEB icon
1116
FT Vest US Equity Buffer ETF February
FFEB
$1.15B
$3.19M 0.01%
60,860
-23,935
KMX icon
1117
CarMax
KMX
$5.48B
$3.18M 0.01%
47,250
+2,405
UGI icon
1118
UGI
UGI
$8.04B
$3.17M 0.01%
87,150
-1,397
CWI icon
1119
SPDR MSCI ACWI ex-US ETF
CWI
$2.35B
$3.16M 0.01%
96,785
+30,827
CGCV
1120
Capital Group Conservative Equity ETF
CGCV
$1.26B
$3.15M 0.01%
110,197
+7,224
CZA icon
1121
Invesco Zacks Mid-Cap ETF
CZA
$182M
$3.15M 0.01%
29,484
-2,539
TEL icon
1122
TE Connectivity
TEL
$66.9B
$3.14M 0.01%
18,639
+1,099
NAPR icon
1123
Innovator Growth-100 Power Buffer ETF April
NAPR
$204M
$3.14M 0.01%
61,620
-1,740
DJAN icon
1124
FT Vest US Equity Deep Buffer ETF January
DJAN
$351M
$3.13M 0.01%
77,572
+3,116
IAK icon
1125
iShares US Insurance ETF
IAK
$497M
$3.12M 0.01%
23,175
+1,292
43 44
45
46 47