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
PBR icon
1326
Petrobras
PBR
$84.9B
$2.31M 0.01%
184,708
+19,904
IBTG icon
1327
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.07B
$2.31M 0.01%
100,762
-706
VSDA icon
1328
VictoryShares Dividend Accelerator ETF
VSDA
$234M
$2.31M 0.01%
44,522
+760
YJUN icon
1329
FT Vest International Equity Buffer ETF June
YJUN
$169M
$2.31M 0.01%
94,166
-7,297
NUDV icon
1330
Nuveen ESG Dividend ETF
NUDV
$32.2M
$2.3M 0.01%
81,182
-7,008
SMIG icon
1331
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.14B
$2.3M 0.01%
79,749
+7,879
FTQI icon
1332
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$716M
$2.29M 0.01%
117,273
+3,503
PEY icon
1333
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.06B
$2.29M 0.01%
112,294
-932
NNE
1334
Nano Nuclear Energy
NNE
$1.65B
$2.29M 0.01%
66,437
+6,334
NVR icon
1335
NVR
NVR
$19.9B
$2.29M 0.01%
310
-40
HEDJ icon
1336
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$2.29M 0.01%
47,553
-6,205
MCO icon
1337
Moody's
MCO
$85.5B
$2.29M 0.01%
4,559
-476
GOLY icon
1338
Strategy Shares Gold-Hedged Bond ETF
GOLY
$87.9M
$2.28M 0.01%
+77,692
NTRS icon
1339
Northern Trust
NTRS
$24.1B
$2.28M 0.01%
17,956
+1,639
MFSB
1340
MFS Active Core Plus Bond ETF
MFSB
$88.3M
$2.28M 0.01%
+91,196
STE icon
1341
Steris
STE
$25.4B
$2.27M 0.01%
9,434
+483
VMC icon
1342
Vulcan Materials
VMC
$37.1B
$2.26M 0.01%
8,679
-445
TPIF icon
1343
Timothy Plan International ETF
TPIF
$164M
$2.26M 0.01%
69,995
+22,667
PJT icon
1344
PJT Partners
PJT
$4.05B
$2.25M 0.01%
13,653
+851
CNTY icon
1345
Century Casinos
CNTY
$45.6M
$2.25M 0.01%
1,062,400
+301,600
QBTS icon
1346
D-Wave Quantum
QBTS
$8.27B
$2.25M 0.01%
153,389
+42,064
OGE icon
1347
OGE Energy
OGE
$9.02B
$2.25M 0.01%
50,586
-2,898
MOS icon
1348
The Mosaic Company
MOS
$8.27B
$2.24M 0.01%
61,521
+5,237
STZ icon
1349
Constellation Brands
STZ
$22.5B
$2.24M 0.01%
13,787
-1,117
ICLN icon
1350
iShares Global Clean Energy ETF
ICLN
$1.84B
$2.24M 0.01%
170,863
-27
52 53
54
55 56