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
HQY icon
1326
HealthEquity
HQY
$6.69B
$2.58M 0.01%
28,209
-522
MDIV icon
1327
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$411M
$2.58M 0.01%
164,248
-1,541
CFG icon
1328
Citizens Financial Group
CFG
$24.7B
$2.57M 0.01%
44,066
-2,197
BITO icon
1329
ProShares Bitcoin Strategy ETF
BITO
$1.83B
$2.57M 0.01%
211,425
-39,364
JPUS
1330
JPMorgan Diversified Return US Equity ETF
JPUS
$412M
$2.57M 0.01%
20,739
+106
CDE icon
1331
Coeur Mining
CDE
$14.6B
$2.57M 0.01%
144,101
-13,330
GNL icon
1332
Global Net Lease
GNL
$1.98B
$2.56M 0.01%
298,104
-22,689
PRIM icon
1333
Primoris Services
PRIM
$7.2B
$2.56M 0.01%
20,605
+7,358
DXCM icon
1334
DexCom
DXCM
$26.2B
$2.55M 0.01%
38,459
+25,381
DJAN icon
1335
FT Vest US Equity Deep Buffer ETF January
DJAN
$434M
$2.55M 0.01%
58,696
-4,512
CSGP icon
1336
CoStar Group
CSGP
$20.3B
$2.54M 0.01%
37,851
+13
WWD icon
1337
Woodward
WWD
$22.3B
$2.54M 0.01%
8,411
+722
DDEC icon
1338
FT Vest US Equity Deep Buffer ETF December
DDEC
$412M
$2.54M 0.01%
56,382
-3,810
IREN icon
1339
Iris Energy
IREN
$12.9B
$2.53M 0.01%
67,095
+895
PCAR icon
1340
PACCAR
PCAR
$63.3B
$2.53M 0.01%
23,122
+421
AME icon
1341
Ametek
AME
$50.8B
$2.53M 0.01%
12,320
+661
WHR icon
1342
Whirlpool
WHR
$3.78B
$2.53M 0.01%
35,047
+4,467
TFLR icon
1343
T. Rowe Price Floating Rate ETF
TFLR
$487M
$2.53M 0.01%
49,148
+690
RFV icon
1344
Invesco S&P MidCap 400 Pure Value ETF
RFV
$296M
$2.52M 0.01%
19,761
-981
EVSD
1345
Eaton Vance Short Duration Income ETF
EVSD
$1.01B
$2.52M 0.01%
49,045
+7,202
IGPT icon
1346
Invesco AI and Next Gen Software ETF
IGPT
$690M
$2.52M 0.01%
42,372
+973
DYFI icon
1347
IDX Dynamic Fixed Income ETF
DYFI
$56.3M
$2.52M 0.01%
109,010
-647
BAR icon
1348
GraniteShares Gold Shares
BAR
$1.78B
$2.51M 0.01%
59,053
-2,245
RSPN icon
1349
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$897M
$2.5M 0.01%
44,226
-4,286
HLT icon
1350
Hilton Worldwide
HLT
$69.6B
$2.5M 0.01%
8,692
-372
52 53
54
55 56