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 5%
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
JKHY icon
1376
Jack Henry & Associates
JKHY
$13.8B
$2.38M 0.01%
15,980
+4,336
NUDV icon
1377
Nuveen ESG Dividend ETF
NUDV
$38.8M
$2.38M 0.01%
81,646
+464
WYNN icon
1378
Wynn Resorts
WYNN
$11.9B
$2.38M 0.01%
18,533
-2,795
EPS icon
1379
WisdomTree US LargeCap Fund
EPS
$1.39B
$2.38M 0.01%
34,464
+30,687
HR icon
1380
Healthcare Realty
HR
$6.07B
$2.38M 0.01%
131,716
-3,877
AB icon
1381
AllianceBernstein
AB
$3.66B
$2.36M 0.01%
61,744
+1,915
IBTH icon
1382
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.98B
$2.36M 0.01%
104,618
-394
SPGM icon
1383
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.37B
$2.35M 0.01%
31,410
+4,322
HLT icon
1384
Hilton Worldwide
HLT
$69.9B
$2.35M 0.01%
9,064
+286
JPLD icon
1385
JPMorgan Limited Duration Bond ETF
JPLD
$3.03B
$2.35M 0.01%
44,747
+24,453
BAR icon
1386
GraniteShares Gold Shares
BAR
$1.54B
$2.33M 0.01%
61,298
+16,613
QPX icon
1387
AdvisorShares Q Dynamic Growth ETF
QPX
$34.6M
$2.33M 0.01%
54,134
-312
NWN icon
1388
Northwest Natural Holdings
NWN
$1.95B
$2.32M 0.01%
51,670
+16,383
ISCV icon
1389
iShares Morningstar Small-Cap Value ETF
ISCV
$615M
$2.32M 0.01%
34,830
-733
CPRY
1390
Calamos Russell 2000 Structured Alt Protection ETF - January
CPRY
$60M
$2.32M 0.01%
88,991
+999
FAAR icon
1391
First Trust Alternative Absolute Return Strategy ETF
FAAR
$132M
$2.32M 0.01%
76,003
+5,151
SGDJ icon
1392
Sprott Junior Gold Miners ETF
SGDJ
$390M
$2.31M 0.01%
32,182
+5,128
CHWY icon
1393
Chewy
CHWY
$14B
$2.31M 0.01%
57,054
+5,170
ARKG icon
1394
ARK Genomic Revolution ETF
ARKG
$1.3B
$2.31M 0.01%
83,060
+6,375
BWXT icon
1395
BWX Technologies
BWXT
$19.9B
$2.31M 0.01%
12,505
+5,712
VCEB icon
1396
Vanguard ESG US Corporate Bond ETF
VCEB
$1.01B
$2.31M 0.01%
35,911
+2,720
FREL icon
1397
Fidelity MSCI Real Estate Index ETF
FREL
$1.14B
$2.29M 0.01%
82,464
+7,856
DDLS icon
1398
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$445M
$2.29M 0.01%
54,656
+479
SMMV icon
1399
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$304M
$2.29M 0.01%
53,228
-2,397
HUT
1400
Hut 8
HUT
$6.44B
$2.29M 0.01%
+65,764
54 55
56
57 58