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 5%
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
AVLV icon
1151
Avantis US Large Cap Value ETF
AVLV
$9.61B
$3.31M 0.01%
45,872
+279
IDXX icon
1152
Idexx Laboratories
IDXX
$57.1B
$3.31M 0.01%
5,185
+185
IGF icon
1153
iShares Global Infrastructure ETF
IGF
$9.05B
$3.31M 0.01%
54,125
+133
SIL icon
1154
Global X Silver Miners ETF NEW
SIL
$5.95B
$3.3M 0.01%
46,132
+12,802
BSCT icon
1155
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.63B
$3.3M 0.01%
175,606
+36,796
YMAR icon
1156
FT Vest International Equity Moderate Buffer ETF March
YMAR
$118M
$3.3M 0.01%
125,789
-45,672
LNTH icon
1157
Lantheus
LNTH
$4.26B
$3.3M 0.01%
64,341
+28,070
ULTA icon
1158
Ulta Beauty
ULTA
$29.4B
$3.3M 0.01%
6,030
+1,001
ASTS icon
1159
AST SpaceMobile
ASTS
$32.2B
$3.3M 0.01%
67,157
+9,216
VGK icon
1160
Vanguard FTSE Europe ETF
VGK
$30.3B
$3.29M 0.01%
41,177
-6,684
CERY
1161
SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$621M
$3.28M 0.01%
114,467
+20,719
PSL icon
1162
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$89.5M
$3.27M 0.01%
29,793
+269
WSM icon
1163
Williams-Sonoma
WSM
$25.3B
$3.27M 0.01%
16,709
+677
JHMD icon
1164
John Hancock Multifactor Developed International ETF
JHMD
$1.05B
$3.26M 0.01%
81,550
+2,935
POCT icon
1165
Innovator US Equity Power Buffer ETF October
POCT
$1.12B
$3.26M 0.01%
75,649
-6,004
IYY icon
1166
iShares Dow Jones US ETF
IYY
$2.77B
$3.26M 0.01%
20,046
+1,386
ROBT icon
1167
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$713M
$3.25M 0.01%
61,531
+7,020
KRE icon
1168
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$3.25M 0.01%
51,368
+9,365
RWO icon
1169
SPDR Dow Jones Global Real Estate ETF
RWO
$1.17B
$3.25M 0.01%
70,969
+919
TXT icon
1170
Textron
TXT
$16.6B
$3.25M 0.01%
38,431
+1,130
USTB icon
1171
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.74B
$3.24M 0.01%
63,527
+5,136
BJ icon
1172
BJs Wholesale Club
BJ
$12.2B
$3.23M 0.01%
34,657
-8,775
FLDR icon
1173
Fidelity Low Duration Bond Factor ETF
FLDR
$1.25B
$3.23M 0.01%
64,379
-7,483
NAPR icon
1174
Innovator Growth-100 Power Buffer ETF April
NAPR
$201M
$3.22M 0.01%
61,085
-535
ROP icon
1175
Roper Technologies
ROP
$44.8B
$3.22M 0.01%
6,448
-6
45 46
47
48 49