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
GNL icon
1276
Global Net Lease
GNL
$1.74B
$2.45M 0.01%
324,080
-21,830
GMAR icon
1277
FT Vest US Equity Moderate Buffer ETF March
GMAR
$415M
$2.44M 0.01%
62,777
+47,243
AB icon
1278
AllianceBernstein
AB
$3.58B
$2.44M 0.01%
59,829
+427
SE icon
1279
Sea Limited
SE
$83.4B
$2.44M 0.01%
15,277
-2,132
FTHY
1280
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$514M
$2.44M 0.01%
164,432
+9,655
BSJP icon
1281
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$677M
$2.44M 0.01%
105,633
-11,128
UDEC icon
1282
Innovator US Equity Ultra Buffer ETF December
UDEC
$295M
$2.43M 0.01%
66,583
+47,992
CW icon
1283
Curtiss-Wright
CW
$20.3B
$2.42M 0.01%
4,963
+1,299
KVUE icon
1284
Kenvue
KVUE
$31.9B
$2.42M 0.01%
115,853
+9,713
LQDH icon
1285
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$506M
$2.42M 0.01%
26,247
-112
TDVG icon
1286
T. Rowe Price Dividend Growth ETF
TDVG
$1.1B
$2.42M 0.01%
57,224
+6,554
BUFB icon
1287
Innovator Laddered Allocation Buffer ETF
BUFB
$225M
$2.42M 0.01%
71,542
+2,769
CVNA icon
1288
Carvana
CVNA
$45B
$2.42M 0.01%
7,195
+1,947
PAGP icon
1289
Plains GP Holdings
PAGP
$3.53B
$2.42M 0.01%
124,374
+13,870
TPSC icon
1290
Timothy Plan US Small Cap Core ETF
TPSC
$239M
$2.42M 0.01%
62,492
-4,845
FCUS icon
1291
Pinnacle Focused Opportunities ETF
FCUS
$45.1M
$2.41M 0.01%
93,617
-2,245
JPUS icon
1292
JPMorgan Diversified Return US Equity ETF
JPUS
$386M
$2.41M 0.01%
20,413
+100
HIMS icon
1293
Hims & Hers Health
HIMS
$8.42B
$2.41M 0.01%
48,394
+20,966
NEE.PRS
1294
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.14B
$2.41M 0.01%
51,133
+1,558
ARKF icon
1295
ARK Fintech Innovation ETF
ARKF
$1.31B
$2.4M 0.01%
47,814
-9,525
CGMM
1296
Capital Group U.S. Small and Mid Cap ETF
CGMM
$666M
$2.4M 0.01%
89,344
+79,047
RY icon
1297
Royal Bank of Canada
RY
$207B
$2.4M 0.01%
18,223
-248
TFLR icon
1298
T. Rowe Price Floating Rate ETF
TFLR
$386M
$2.4M 0.01%
46,565
+15,180
CYBR icon
1299
CyberArk
CYBR
$24.6B
$2.39M 0.01%
5,882
+2,475
NEA icon
1300
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.45B
$2.38M 0.01%
218,223
+10,328
50 51
52
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