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
TIPX icon
1401
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.72B
$2.1M 0.01%
109,463
+817
CELH icon
1402
Celsius Holdings
CELH
$11B
$2.09M 0.01%
45,117
-400
MPW icon
1403
Medical Properties Trust
MPW
$2.98B
$2.09M 0.01%
485,176
+21,079
TTE icon
1404
TotalEnergies
TTE
$141B
$2.09M 0.01%
34,059
-19,840
BDEC icon
1405
Innovator US Equity Buffer ETF December
BDEC
$211M
$2.09M 0.01%
46,244
-3,418
RYLD icon
1406
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
$2.08M 0.01%
139,716
-124,394
ALAB icon
1407
Astera Labs
ALAB
$24.4B
$2.08M 0.01%
23,010
+9,104
NDSN icon
1408
Nordson
NDSN
$12.9B
$2.08M 0.01%
9,693
+502
PCAR icon
1409
PACCAR
PCAR
$50.2B
$2.08M 0.01%
21,825
-14,464
HII icon
1410
Huntington Ingalls Industries
HII
$12.3B
$2.07M 0.01%
8,584
+3,269
RBIL
1411
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
RBIL
$65.6M
$2.07M 0.01%
41,351
+1,390
DTH icon
1412
WisdomTree International High Dividend Fund
DTH
$498M
$2.07M 0.01%
44,633
-478
FICS icon
1413
First Trust International Developed Capital Strength ETF
FICS
$217M
$2.07M 0.01%
52,554
-7,365
HOLX icon
1414
Hologic
HOLX
$16.5B
$2.07M 0.01%
31,722
-334
ETHA
1415
iShares Ethereum Trust ETF
ETHA
$1.81B
$2.06M 0.01%
108,096
+15,121
KHPI
1416
Kensington Hedged Premium Income ETF
KHPI
$190M
$2.06M 0.01%
81,516
+26,578
INCM icon
1417
Franklin Income Focus ETF
INCM
$841M
$2.06M 0.01%
76,016
+9,035
REGN icon
1418
Regeneron Pharmaceuticals
REGN
$72.9B
$2.05M 0.01%
3,905
-15
PDO
1419
PIMCO Dynamic Income Opportunities Fund
PDO
$1.82B
$2.04M 0.01%
151,654
+4,239
PFI icon
1420
Invesco Dorsey Wright Financial Momentum ETF
PFI
$59.2M
$2.04M 0.01%
36,005
-1,194
DWX icon
1421
SPDR S&P International Dividend ETF
DWX
$494M
$2.04M 0.01%
48,403
+31,991
GJUN icon
1422
FT Vest US Equity Moderate Buffer ETF June
GJUN
$335M
$2.04M 0.01%
54,230
+18,105
URNM icon
1423
Sprott Uranium Miners ETF
URNM
$1.77B
$2.04M 0.01%
42,517
+1,437
AVEM icon
1424
Avantis Emerging Markets Equity ETF
AVEM
$13.8B
$2.03M 0.01%
29,641
+7,157
EVF
1425
Eaton Vance Senior Income Trust
EVF
$97.6M
$2.03M 0.01%
357,175
+15,047
55 56
57
58 59