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
DNOV icon
1376
FT Vest US Equity Deep Buffer ETF November
DNOV
$335M
$2.16M 0.01%
48,433
-512
SLQD icon
1377
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
$2.16M 0.01%
42,763
+31,999
RUM icon
1378
Rumble
RUM
$1.91B
$2.16M 0.01%
240,692
+11,035
HR icon
1379
Healthcare Realty
HR
$6.39B
$2.15M 0.01%
135,593
-387
OMC icon
1380
Omnicom Group
OMC
$13.9B
$2.14M 0.01%
29,782
-3,894
DDLS icon
1381
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$431M
$2.14M 0.01%
+54,177
SCHY icon
1382
Schwab International Dividend Equity ETF
SCHY
$1.38B
$2.13M 0.01%
77,993
+6,217
CVY icon
1383
Invesco Zacks Multi-Asset Income ETF
CVY
$114M
$2.13M 0.01%
82,653
+888
USMC icon
1384
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.61B
$2.13M 0.01%
34,063
+1,301
INKM icon
1385
State Street Income Allocation ETF
INKM
$73M
$2.13M 0.01%
65,840
+109
RGTI icon
1386
Rigetti Computing
RGTI
$8.41B
$2.12M 0.01%
179,066
-9,901
NIE
1387
Virtus Equity & Convertible Income Fund
NIE
$698M
$2.12M 0.01%
88,721
-2,087
SMMU icon
1388
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$953M
$2.12M 0.01%
42,231
-8,310
EVSD
1389
Eaton Vance Short Duration Income ETF
EVSD
$649M
$2.12M 0.01%
+41,411
QPX icon
1390
AdvisorShares Q Dynamic Growth ETF
QPX
$30.9M
$2.11M 0.01%
54,446
+64
SOUN icon
1391
SoundHound AI
SOUN
$5.11B
$2.1M 0.01%
196,071
-15,686
VCEB icon
1392
Vanguard ESG US Corporate Bond ETF
VCEB
$906M
$2.1M 0.01%
33,191
+1,015
KDEC
1393
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$63M
$2.1M 0.01%
87,559
-4,197
ZECP icon
1394
Zacks Earnings Consistent Portfolio ETF
ZECP
$259M
$2.1M 0.01%
65,851
+436
EXI icon
1395
iShares Global Industrials ETF
EXI
$1.04B
$2.1M 0.01%
12,701
+8,214
HYDB icon
1396
iShares High Yield Systematic Bond ETF
HYDB
$1.63B
$2.1M 0.01%
44,203
-11,241
FCEF icon
1397
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$57.6M
$2.1M 0.01%
93,569
+156
JKHY icon
1398
Jack Henry & Associates
JKHY
$11.9B
$2.1M 0.01%
11,644
+5,223
TGRT icon
1399
T. Rowe Price Growth ETF
TGRT
$852M
$2.1M 0.01%
51,907
+36,328
SDVD icon
1400
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$619M
$2.1M 0.01%
102,193
-1,500
54 55
56
57 58