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 4.99%
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
BJUL icon
1301
Innovator US Equity Buffer ETF July
BJUL
$293M
$2.62M 0.01%
52,682
-37
GNL icon
1302
Global Net Lease
GNL
$1.81B
$2.61M 0.01%
320,793
-3,287
MCO icon
1303
Moody's
MCO
$86.9B
$2.61M 0.01%
5,470
+911
IAI icon
1304
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.5B
$2.6M 0.01%
14,726
+11,524
DOV icon
1305
Dover
DOV
$25.4B
$2.6M 0.01%
15,603
+13
URNM icon
1306
Sprott Uranium Miners ETF
URNM
$1.7B
$2.6M 0.01%
43,025
+508
CFA icon
1307
VictoryShares US 500 Volatility Wtd ETF
CFA
$521M
$2.6M 0.01%
28,567
+1
RS icon
1308
Reliance Steel & Aluminium
RS
$14.8B
$2.6M 0.01%
9,252
-75
TPIF icon
1309
Timothy Plan International ETF
TPIF
$169M
$2.6M 0.01%
77,773
+7,778
TDVG icon
1310
T. Rowe Price Dividend Growth ETF
TDVG
$1.15B
$2.59M 0.01%
59,002
+1,778
BSJP icon
1311
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$585M
$2.59M 0.01%
112,203
+6,570
GXO icon
1312
GXO Logistics
GXO
$5.77B
$2.58M 0.01%
48,787
+10,844
FPXI icon
1313
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$151M
$2.58M 0.01%
43,037
+20,953
AUSF icon
1314
Global X Adaptive US Factor ETF
AUSF
$735M
$2.57M 0.01%
55,346
+33,981
EXI icon
1315
iShares Global Industrials ETF
EXI
$867M
$2.57M 0.01%
14,882
+2,181
UDEC icon
1316
Innovator US Equity Ultra Buffer ETF December
UDEC
$232M
$2.57M 0.01%
66,987
+404
FEGE
1317
First Eagle Global Equity ETF
FEGE
$761M
$2.57M 0.01%
58,109
+28,496
STE icon
1318
Steris
STE
$25.8B
$2.57M 0.01%
10,375
+941
EFX icon
1319
Equifax
EFX
$25.6B
$2.56M 0.01%
9,998
-1,604
HFSI
1320
Hartford Strategic Income ETF
HFSI
$285M
$2.56M 0.01%
+72,072
DYFI icon
1321
IDX Dynamic Fixed Income ETF
DYFI
$57.9M
$2.56M 0.01%
109,657
+8,860
JPUS icon
1322
JPMorgan Diversified Return US Equity ETF
JPUS
$397M
$2.56M 0.01%
20,633
+220
CHTR icon
1323
Charter Communications
CHTR
$25.5B
$2.55M 0.01%
9,283
+6,709
IVES
1324
Dan IVES Wedbush AI Revolution ETF
IVES
$937M
$2.55M 0.01%
79,471
+57,393
CRCL
1325
Circle Internet Group
CRCL
$17.9B
$2.55M 0.01%
19,230
+16,410
51 52
53
54 55