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
$36.4B
AUM Growth
+$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$70.4M
2
+$39.9M
3
+$25.1M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$25M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$22.7M

Top Sells

1
+$28M
2
+$22.4M
3
+$16.9M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$13.5M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$13.4M

Sector Composition

1 Technology 12.56%
2 Financials 4.99%
3 Consumer Discretionary 3.68%
4 Communication Services 3.05%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOAU icon
1476
US Global GO Gold and Precious Metal Miners ETF
GOAU
$177M
$2.08M 0.01%
51,821
-1,463
FEBM
1477
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$52M
$2.08M 0.01%
69,692
+1,716
AMSC icon
1478
American Superconductor
AMSC
$1.39B
$2.08M 0.01%
35,077
+129
SIXO icon
1479
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
$407M
$2.08M 0.01%
61,298
+20,709
IBND icon
1480
SPDR Bloomberg International Corporate Bond ETF
IBND
$382M
$2.08M 0.01%
64,246
+13,235
PDO
1481
PIMCO Dynamic Income Opportunities Fund
PDO
$1.84B
$2.07M 0.01%
146,907
-4,747
STZ icon
1482
Constellation Brands
STZ
$24B
$2.07M 0.01%
15,385
+1,598
DIVB icon
1483
iShares Core Dividend ETF
DIVB
$1.14B
$2.06M 0.01%
39,514
+985
EW icon
1484
Edwards Lifesciences
EW
$49.2B
$2.06M 0.01%
26,530
-1,935
NYF icon
1485
iShares New York Muni Bond ETF
NYF
$1.01B
$2.06M 0.01%
38,623
+18,226
CNP icon
1486
CenterPoint Energy
CNP
$25B
$2.06M 0.01%
53,101
-463
SCHY icon
1487
Schwab International Dividend Equity ETF
SCHY
$1.56B
$2.06M 0.01%
73,606
-4,387
FQAL icon
1488
Fidelity Quality Factor ETF
FQAL
$1.14B
$2.06M 0.01%
27,509
+24,335
VSGX icon
1489
Vanguard ESG International Stock ETF
VSGX
$5.37B
$2.06M 0.01%
29,631
+2,970
CVNA icon
1490
Carvana
CVNA
$54B
$2.05M 0.01%
5,440
-1,755
JPSE icon
1491
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$507M
$2.05M 0.01%
41,196
+17,533
QCJA
1492
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$45.8M
$2.05M 0.01%
95,732
+3,075
HIMS icon
1493
Hims & Hers Health
HIMS
$8.27B
$2.05M 0.01%
36,149
-12,245
EMBJ
1494
Embraer S.A. ADS
EMBJ
$11.7B
$2.04M 0.01%
33,817
+2,541
TDG icon
1495
TransDigm Group
TDG
$75.7B
$2.04M 0.01%
1,551
-11
BBDC icon
1496
Barings BDC
BBDC
$943M
$2.04M 0.01%
232,938
+15,117
LRGE icon
1497
ClearBridge Large Cap Growth Select ETF
LRGE
$434M
$2.04M 0.01%
24,450
-21,231
UTF icon
1498
Cohen & Steers Infrastructure Fund
UTF
$2.36B
$2.03M 0.01%
81,956
+237
VMO icon
1499
Invesco Municipal Opportunity Trust
VMO
$641M
$2.03M 0.01%
210,071
+80,613
BSJS icon
1500
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$531M
$2.02M 0.01%
91,661
+8,544
58 59
60
61 62