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 5.22%
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
BUG icon
1201
Global X Cybersecurity ETF
BUG
$1.05B
$2.76M 0.01%
74,311
-8,055
TJUL icon
1202
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$168M
$2.75M 0.01%
95,760
+715
UPST icon
1203
Upstart Holdings
UPST
$3.77B
$2.73M 0.01%
42,292
+22,444
RKLB icon
1204
Rocket Lab Corp
RKLB
$24.3B
$2.73M 0.01%
76,169
+17,517
PRMB
1205
Primo Brands
PRMB
$6.08B
$2.72M 0.01%
91,849
+9,292
UWMC icon
1206
UWM Holdings
UWMC
$1.3B
$2.72M 0.01%
656,930
+248,748
QSPT icon
1207
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$417M
$2.71M 0.01%
91,707
-42,885
SDIV icon
1208
Global X SuperDividend ETF
SDIV
$1.01B
$2.71M 0.01%
120,288
+3,898
HYT icon
1209
BlackRock Corporate High Yield Fund
HYT
$1.5B
$2.71M 0.01%
278,027
-12,851
NAD icon
1210
Nuveen Quality Municipal Income Fund
NAD
$2.79B
$2.71M 0.01%
239,956
-2,037
ASTS icon
1211
AST SpaceMobile
ASTS
$17B
$2.71M 0.01%
57,941
-538
LH icon
1212
Labcorp
LH
$22.1B
$2.71M 0.01%
10,314
+239
SRAD icon
1213
Sportradar
SRAD
$6.61B
$2.71M 0.01%
+96,344
VFMO icon
1214
Vanguard US Momentum Factor ETF
VFMO
$1.11B
$2.68M 0.01%
15,560
-985
IDXX icon
1215
Idexx Laboratories
IDXX
$55.1B
$2.68M 0.01%
5,000
+361
RACE icon
1216
Ferrari
RACE
$74B
$2.68M 0.01%
5,473
+1,257
DDEC icon
1217
FT Vest US Equity Deep Buffer ETF December
DDEC
$353M
$2.67M 0.01%
63,854
-13,511
TSME icon
1218
Thrivent Small-Mid Cap ESG ETF
TSME
$523M
$2.65M 0.01%
70,991
-14,866
CWS icon
1219
AdvisorShares Focused Equity ETF
CWS
$186M
$2.65M 0.01%
+37,816
BUD icon
1220
AB InBev
BUD
$125B
$2.64M 0.01%
38,430
-2,783
QQQI icon
1221
NEOS Nasdaq 100 High Income ETF
QQQI
$4.8B
$2.64M 0.01%
50,774
+34,420
SKOR icon
1222
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$571M
$2.64M 0.01%
54,100
+37,158
XOP icon
1223
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.91B
$2.64M 0.01%
20,971
-1,259
ROBT icon
1224
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$591M
$2.63M 0.01%
54,511
+1,365
PFM icon
1225
Invesco Dividend Achievers ETF
PFM
$744M
$2.63M 0.01%
54,635
+2,743
47 48
49
50 51