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
CRPT icon
1451
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$102M
$2.17M 0.01%
144,831
+3,242
EMBJ
1452
Embraer S.A. ADS
EMBJ
$11.7B
$2.17M 0.01%
33,772
-45
PEY icon
1453
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.01B
$2.17M 0.01%
106,621
-12,272
TIPX icon
1454
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.85B
$2.17M 0.01%
113,932
+3,533
TDG icon
1455
TransDigm Group
TDG
$71.5B
$2.17M 0.01%
1,633
+82
PAMC icon
1456
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$59M
$2.17M 0.01%
46,577
-1,410
EWC icon
1457
iShares MSCI Canada ETF
EWC
$4.36B
$2.17M 0.01%
40,189
+3,202
TYL icon
1458
Tyler Technologies
TYL
$15.1B
$2.17M 0.01%
4,769
-460
KBWB icon
1459
Invesco KBW Bank ETF
KBWB
$5.22B
$2.16M 0.01%
25,666
+2,522
XOP icon
1460
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.73B
$2.16M 0.01%
17,116
-1,421
XT icon
1461
iShares Future Exponential Technologies ETF
XT
$3.55B
$2.16M 0.01%
30,993
+865
LITE icon
1462
Lumentum
LITE
$50.3B
$2.15M 0.01%
5,829
-95
TMDX icon
1463
Transmedics
TMDX
$4.55B
$2.15M 0.01%
17,669
+1,064
FOUR icon
1464
Shift4
FOUR
$3.75B
$2.14M 0.01%
34,007
-1,784
MCHP icon
1465
Microchip Technology
MCHP
$35.3B
$2.14M 0.01%
33,588
-147
QFLR icon
1466
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$481M
$2.14M 0.01%
62,414
+1,917
PFFD icon
1467
Global X US Preferred ETF
PFFD
$2.22B
$2.14M 0.01%
113,085
-37,039
PIZ icon
1468
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$695M
$2.14M 0.01%
43,651
+5,474
NEE.PRT
1469
NextEra Energy 7.234% Corporate Units
NEE.PRT
$1.56B
$2.13M 0.01%
43,799
+2,579
COPX icon
1470
Global X Copper Miners ETF NEW
COPX
$7.63B
$2.13M 0.01%
29,730
+5,363
ETH
1471
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.63B
$2.13M 0.01%
75,773
-14,378
LST
1472
Leuthold Select Industries ETF
LST
$137M
$2.12M 0.01%
52,794
+44,604
IBHH icon
1473
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$456M
$2.12M 0.01%
89,445
+6,675
PSTG icon
1474
Everpure, Inc.
PSTG
$20.8B
$2.12M 0.01%
31,585
+1,330
NVR icon
1475
NVR
NVR
$18.9B
$2.12M 0.01%
290
-144
57 58
59
60 61