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
VWO icon
126
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$47.7M 0.15%
965,020
+10,307
JQUA icon
127
JPMorgan US Quality Factor ETF
JQUA
$7.68B
$47.7M 0.15%
794,053
+150,171
SPTM icon
128
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$47M 0.14%
627,866
-2,087
BRK.A icon
129
Berkshire Hathaway Class A
BRK.A
$1.11T
$46.6M 0.14%
64
-1
PFE icon
130
Pfizer
PFE
$147B
$46.1M 0.14%
1,901,502
+121,272
IEF icon
131
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$45.4M 0.14%
474,523
+47,461
IYW icon
132
iShares US Technology ETF
IYW
$22.2B
$44.9M 0.14%
259,048
-20,592
IWR icon
133
iShares Russell Mid-Cap ETF
IWR
$44.1B
$43.9M 0.13%
477,302
+6,804
GE icon
134
GE Aerospace
GE
$321B
$43.4M 0.13%
168,471
+2,344
CGCP icon
135
Capital Group Core Plus Income ETF
CGCP
$5.73B
$43.3M 0.13%
1,924,689
+33,711
VCIT icon
136
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$43.2M 0.13%
521,060
+29,957
BAC icon
137
Bank of America
BAC
$386B
$43.1M 0.13%
911,834
-12,299
FSK icon
138
FS KKR Capital
FSK
$4.36B
$43.1M 0.13%
2,078,815
+146,537
VHT icon
139
Vanguard Health Care ETF
VHT
$16.9B
$43M 0.13%
173,317
+43,488
PEP icon
140
PepsiCo
PEP
$198B
$43M 0.13%
325,851
-6,328
BLV icon
141
Vanguard Long-Term Bond ETF
BLV
$5.71B
$42.8M 0.13%
616,093
-2,140
FDL icon
142
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.8B
$42.6M 0.13%
1,018,254
-6,756
MTUM icon
143
iShares MSCI USA Momentum Factor ETF
MTUM
$18.6B
$42.6M 0.13%
177,163
+36,955
XLU icon
144
Utilities Select Sector SPDR Fund
XLU
$21.8B
$42.2M 0.13%
517,084
+108,296
FNDX icon
145
Schwab Fundamental US Large Company Index ETF
FNDX
$21B
$41.6M 0.13%
1,696,823
-19,007
NEAR icon
146
iShares Short Maturity Bond ETF
NEAR
$3.57B
$41.6M 0.13%
814,067
+109,514
IQLT icon
147
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$41.4M 0.13%
958,460
+50,883
TIP icon
148
iShares TIPS Bond ETF
TIP
$13.8B
$41.3M 0.13%
375,093
-132,424
PM icon
149
Philip Morris
PM
$242B
$41.1M 0.13%
225,638
-29,046
UNH icon
150
UnitedHealth
UNH
$301B
$41.1M 0.12%
131,600
+13,040
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