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
ATFV icon
1276
Alger 35 ETF
ATFV
$114M
$2.76M 0.01%
+79,227
FSMB icon
1277
First Trust Short Duration Managed Municipal ETF
FSMB
$558M
$2.76M 0.01%
137,847
+32,396
NZF icon
1278
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$2.76M 0.01%
219,510
-105,794
STZ icon
1279
Constellation Brands
STZ
$25.8B
$2.76M 0.01%
20,005
+4,620
BMNR
1280
BitMine Immersion Technologies
BMNR
$9.42B
$2.76M 0.01%
101,529
+29,769
SSUS icon
1281
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$537M
$2.75M 0.01%
56,499
-76
MSIF
1282
MSC Income Fund Inc
MSIF
$587M
$2.75M 0.01%
209,619
+82,706
PMBS
1283
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.05B
$2.75M 0.01%
55,360
-1,006
NEA icon
1284
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.49B
$2.75M 0.01%
236,392
+1,336
OUSM icon
1285
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$903M
$2.75M 0.01%
62,824
+19,707
EW icon
1286
Edwards Lifesciences
EW
$48.9B
$2.75M 0.01%
32,220
+5,690
MDYV icon
1287
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.45B
$2.74M 0.01%
32,380
+6,753
INDS icon
1288
Pacer Industrial Real Estate ETF
INDS
$118M
$2.74M 0.01%
74,611
+7,521
SGDJ icon
1289
Sprott Junior Gold Miners ETF
SGDJ
$396M
$2.74M 0.01%
32,519
+337
STE icon
1290
Steris
STE
$22.3B
$2.73M 0.01%
10,757
+382
PCRX icon
1291
Pacira BioSciences
PCRX
$900M
$2.72M 0.01%
+105,145
CVNA icon
1292
Carvana
CVNA
$46.9B
$2.71M 0.01%
6,431
+991
VSDA icon
1293
VictoryShares Dividend Accelerator ETF
VSDA
$227M
$2.71M 0.01%
51,329
+1,068
NDSN icon
1294
Nordson
NDSN
$15.1B
$2.71M 0.01%
11,263
+749
JTEK icon
1295
JPMorgan US Tech Leaders ETF
JTEK
$3.21B
$2.71M 0.01%
30,040
+9,384
CFA icon
1296
VictoryShares US 500 Volatility Wtd ETF
CFA
$536M
$2.69M 0.01%
29,597
+1,030
FTHY
1297
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$498M
$2.69M 0.01%
191,498
+15,572
SPGM icon
1298
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.45B
$2.69M 0.01%
35,084
+3,674
TTD icon
1299
Trade Desk
TTD
$13.6B
$2.69M 0.01%
70,860
-32,128
OTIS icon
1300
Otis Worldwide
OTIS
$34B
$2.69M 0.01%
30,778
+1,645
50 51
52
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