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
EMLC icon
1476
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.81B
$1.88M 0.01%
74,099
-7,205
SJM icon
1477
J.M. Smucker
SJM
$11.6B
$1.88M 0.01%
19,116
-456
MSCI icon
1478
MSCI
MSCI
$42.5B
$1.87M 0.01%
3,249
+81
ZIM icon
1479
ZIM Integrated Shipping Services
ZIM
$1.93B
$1.87M 0.01%
116,362
+18,550
SNY icon
1480
Sanofi
SNY
$127B
$1.87M 0.01%
38,688
+5,360
SPGM icon
1481
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.27B
$1.87M 0.01%
27,088
+4,840
DUSA icon
1482
Davis Select US Equity ETF
DUSA
$810M
$1.87M 0.01%
40,367
+31,469
ARKG icon
1483
ARK Genomic Revolution ETF
ARKG
$1.08B
$1.87M 0.01%
76,685
-17,432
XLSR icon
1484
State Street US Sector Rotation ETF
XLSR
$852M
$1.86M 0.01%
33,869
-78
ARES icon
1485
Ares Management
ARES
$32.3B
$1.85M 0.01%
10,699
+2,739
TPHE
1486
DELISTED
Timothy Plan High Dividend Stock Enhanced ETF
TPHE
$1.85M 0.01%
73,633
-304
GXO icon
1487
GXO Logistics
GXO
$5.67B
$1.85M 0.01%
37,943
-736
CDE icon
1488
Coeur Mining
CDE
$9.51B
$1.84M 0.01%
207,751
-7,956
DFP
1489
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$441M
$1.84M 0.01%
89,517
+3,272
WWJD icon
1490
Inspire International ETF
WWJD
$396M
$1.84M 0.01%
53,589
+3,114
MCI
1491
Barings Corporate Investors
MCI
$437M
$1.83M 0.01%
84,735
-139
BSJS icon
1492
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$472M
$1.83M 0.01%
83,117
+3,333
PNQI icon
1493
Invesco NASDAQ Internet ETF
PNQI
$779M
$1.83M 0.01%
35,033
-2,189
RVT icon
1494
Royce Value Trust
RVT
$1.85B
$1.83M 0.01%
121,530
-2,991
VIOG icon
1495
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$845M
$1.83M 0.01%
15,958
-124
EBND icon
1496
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.14B
$1.82M 0.01%
85,140
+7,370
IXJ icon
1497
iShares Global Healthcare ETF
IXJ
$4.17B
$1.82M 0.01%
21,154
+4,029
KAPR icon
1498
Innovator US Small Cap Power Buffer ETF April
KAPR
$168M
$1.82M 0.01%
56,207
-15,052
BBIO icon
1499
BridgeBio Pharma
BBIO
$12.8B
$1.82M 0.01%
42,087
+11,285
LRGF icon
1500
iShares US Equity Factor ETF
LRGF
$2.93B
$1.82M 0.01%
28,335
-253
58 59
60
61 62