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
USMF icon
1451
WisdomTree US Multifactor Fund
USMF
$387M
$1.96M 0.01%
38,224
+4,240
HYTI
1452
FT Vest High Yield & Target Income ETF
HYTI
$30.5M
$1.96M 0.01%
+97,627
IXC icon
1453
iShares Global Energy ETF
IXC
$1.95B
$1.95M 0.01%
49,556
-5,654
SMAY icon
1454
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$98.4M
$1.94M 0.01%
81,107
+40,812
TD icon
1455
Toronto Dominion Bank
TD
$139B
$1.94M 0.01%
26,447
-3,116
DIVB icon
1456
iShares Core Dividend ETF
DIVB
$1.01B
$1.94M 0.01%
38,529
-31,678
XTL icon
1457
State Street SPDR S&P Telecom ETF
XTL
$159M
$1.94M 0.01%
16,513
+11,845
IVT icon
1458
InvenTrust Properties
IVT
$2.18B
$1.94M 0.01%
70,651
-5,817
EWJ icon
1459
iShares MSCI Japan ETF
EWJ
$16.3B
$1.93M 0.01%
25,688
+9,948
NFTY icon
1460
First Trust India Nifty 50 Equal Weight ETF
NFTY
$196M
$1.93M 0.01%
32,098
+5
EUFN icon
1461
iShares MSCI Europe Financials ETF
EUFN
$4.54B
$1.92M 0.01%
60,844
+26,655
CFG icon
1462
Citizens Financial Group
CFG
$22.2B
$1.92M 0.01%
42,865
+901
CROX icon
1463
Crocs
CROX
$3.81B
$1.92M 0.01%
18,932
+185
QCJA
1464
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$49.6M
$1.91M 0.01%
92,657
+2,379
EUSB icon
1465
iShares ESG Advanced Universal USD Bond ETF
EUSB
$693M
$1.91M 0.01%
43,763
+10,706
XT icon
1466
iShares Future Exponential Technologies ETF
XT
$3.77B
$1.9M 0.01%
29,180
+3,002
BDVG icon
1467
IMGP Berkshire Dividend Growth ETF
BDVG
$8.59M
$1.9M 0.01%
157,989
-89,761
BAPR icon
1468
Innovator US Equity Buffer ETF April
BAPR
$342M
$1.9M 0.01%
42,048
+2,545
STEW
1469
SRH Total Return Fund
STEW
$1.73B
$1.9M 0.01%
107,281
-6,874
EPAM icon
1470
EPAM Systems
EPAM
$9.89B
$1.89M 0.01%
+10,711
UAL icon
1471
United Airlines
UAL
$30.8B
$1.89M 0.01%
23,758
-3,784
DGX icon
1472
Quest Diagnostics
DGX
$20.8B
$1.89M 0.01%
10,515
+1,607
MDYV icon
1473
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.4B
$1.89M 0.01%
23,785
+4,196
WWD icon
1474
Woodward
WWD
$15.6B
$1.89M 0.01%
7,699
+50
FOCT icon
1475
FT Vest US Equity Buffer ETF October
FOCT
$991M
$1.89M 0.01%
42,137
-3,519
57 58
59
60 61