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
PTL icon
1376
Inspire 500 ETF
PTL
$688M
$2.42M 0.01%
9,738
+1,844
FCUS icon
1377
Pinnacle Focused Opportunities ETF
FCUS
$57.2M
$2.41M 0.01%
76,840
+681
BLDR icon
1378
Builders FirstSource
BLDR
$10.3B
$2.41M 0.01%
23,398
-1,647
CPRY
1379
Calamos Russell 2000 Structured Alt Protection ETF - January
CPRY
$51.6M
$2.4M 0.01%
89,051
+60
TM icon
1380
Toyota
TM
$286B
$2.4M 0.01%
11,218
+1,172
PSIX
1381
Power Solutions International
PSIX
$1.21B
$2.4M 0.01%
42,004
+23,866
URTH icon
1382
iShares MSCI World ETF
URTH
$6.75B
$2.4M 0.01%
12,907
-8,229
PTF icon
1383
Invesco Dorsey Wright Technology Momentum ETF
PTF
$412M
$2.4M 0.01%
31,336
-2,512
DDFD
1384
Innovator Equity Dual Directional 15 Buffer ETF Dec
DDFD
$101M
$2.4M 0.01%
+125,046
DDLS icon
1385
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$454M
$2.39M 0.01%
55,643
+987
BIZD icon
1386
VanEck BDC Income ETF
BIZD
$1.46B
$2.38M 0.01%
167,931
+23,557
ISCV icon
1387
iShares Morningstar Small-Cap Value ETF
ISCV
$598M
$2.38M 0.01%
34,725
-105
SLQD icon
1388
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$2.38M 0.01%
46,907
+4,751
VSGX icon
1389
Vanguard ESG International Stock ETF
VSGX
$5.86B
$2.38M 0.01%
33,193
+3,562
REET icon
1390
iShares Global REIT ETF
REET
$4.63B
$2.37M 0.01%
94,775
+48,266
OGE icon
1391
OGE Energy
OGE
$9.89B
$2.36M 0.01%
55,300
+3,186
BRO icon
1392
Brown & Brown
BRO
$25B
$2.36M 0.01%
29,617
-641
ZECP icon
1393
Zacks Earnings Consistent Portfolio ETF
ZECP
$301M
$2.36M 0.01%
67,908
+3,795
LQDH icon
1394
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$494M
$2.36M 0.01%
25,275
-2,956
JPSE icon
1395
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$538M
$2.35M 0.01%
46,940
+5,744
APLD icon
1396
Applied Digital
APLD
$7.56B
$2.35M 0.01%
95,700
+2,009
PSL icon
1397
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$91.3M
$2.35M 0.01%
23,348
-6,445
LRGC icon
1398
AB US Large Cap Strategic Equities ETF
LRGC
$763M
$2.34M 0.01%
30,152
+980
EQT icon
1399
EQT Corp
EQT
$38.8B
$2.34M 0.01%
43,648
-11,233
DGX icon
1400
Quest Diagnostics
DGX
$22.1B
$2.34M 0.01%
13,466
+550
54 55
56
57 58