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
NXPI icon
1251
NXP Semiconductors
NXPI
$49.6B
$2.54M 0.01%
11,606
-1,490
CCI icon
1252
Crown Castle
CCI
$39.9B
$2.53M 0.01%
24,641
-7,899
RFV icon
1253
Invesco S&P MidCap 400 Pure Value ETF
RFV
$274M
$2.53M 0.01%
20,939
-1,626
BKH icon
1254
Black Hills Corp
BKH
$5.28B
$2.53M 0.01%
45,082
-1,626
JPEF icon
1255
JPMorgan Equity Focus ETF
JPEF
$1.59B
$2.53M 0.01%
36,008
-5,410
EXG icon
1256
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.77B
$2.52M 0.01%
288,560
-24,348
CFA icon
1257
VictoryShares US 500 Volatility Wtd ETF
CFA
$529M
$2.51M 0.01%
28,566
+11
RMD icon
1258
ResMed
RMD
$35.7B
$2.51M 0.01%
9,736
+605
USA icon
1259
Liberty All-Star Equity Fund
USA
$1.79B
$2.5M 0.01%
366,940
-76,104
WHR icon
1260
Whirlpool
WHR
$3.95B
$2.5M 0.01%
24,632
+1,218
MLPA icon
1261
Global X MLP ETF
MLPA
$1.81B
$2.5M 0.01%
49,734
+6,543
KRE icon
1262
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
$2.5M 0.01%
42,003
-44,863
PEN icon
1263
Penumbra
PEN
$11B
$2.49M 0.01%
9,710
-67
HAL icon
1264
Halliburton
HAL
$23B
$2.49M 0.01%
122,128
+27,166
BJUL icon
1265
Innovator US Equity Buffer ETF July
BJUL
$297M
$2.48M 0.01%
52,719
+3,112
PBH icon
1266
Prestige Consumer Healthcare
PBH
$2.89B
$2.48M 0.01%
+31,087
USIG icon
1267
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
$2.47M 0.01%
47,941
+5,929
SPBX
1268
AllianzIM 6 Month Buffer10 Allocation ETF
SPBX
$35.1M
$2.47M 0.01%
+95,311
IDHQ icon
1269
Invesco S&P International Developed Quality ETF
IDHQ
$528M
$2.46M 0.01%
74,719
+8,301
FICO icon
1270
Fair Isaac
FICO
$41.3B
$2.46M 0.01%
1,347
-424
BIBL icon
1271
Inspire 100 ETF
BIBL
$333M
$2.46M 0.01%
59,459
-9,319
FLCG
1272
Federated Hermes MDT Large Cap Growth ETF
FLCG
$253M
$2.46M 0.01%
81,320
-131
RSPN icon
1273
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$676M
$2.45M 0.01%
45,845
+1,134
EVSM icon
1274
Eaton Vance Short Duration Municipal Income ETF
EVSM
$458M
$2.45M 0.01%
49,083
+28,513
B
1275
Barrick Mining
B
$62.5B
$2.45M 0.01%
117,661
+21,292
49 50
51
52 53