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
BRTR icon
1626
BlackRock Total Return ETF
BRTR
$326M
$1.7M ﹤0.01%
33,353
+625
EMHY icon
1627
iShares JPMorgan EM High Yield Bond ETF
EMHY
$523M
$1.7M ﹤0.01%
42,756
-3,133
QQQE icon
1628
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.25B
$1.69M ﹤0.01%
16,625
+1,205
STWD icon
1629
Starwood Property Trust
STWD
$6.74B
$1.69M ﹤0.01%
87,143
-167
ETW
1630
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$993M
$1.69M ﹤0.01%
186,328
-107,243
AUR icon
1631
Aurora
AUR
$7.72B
$1.68M ﹤0.01%
312,277
+37,720
DECK icon
1632
Deckers Outdoor
DECK
$13.4B
$1.68M ﹤0.01%
16,570
+7,229
FHN icon
1633
First Horizon
FHN
$11B
$1.68M ﹤0.01%
74,195
+1,344
WDC icon
1634
Western Digital
WDC
$54.7B
$1.68M ﹤0.01%
13,950
+5,950
DBC icon
1635
Invesco DB Commodity Index Tracking Fund
DBC
$1.26B
$1.67M ﹤0.01%
74,165
-2,233
STAG icon
1636
STAG Industrial
STAG
$7.24B
$1.67M ﹤0.01%
47,343
+7,114
XTL icon
1637
State Street SPDR S&P Telecom ETF
XTL
$197M
$1.67M ﹤0.01%
11,912
-4,601
DIHP icon
1638
Dimensional International High Profitability ETF
DIHP
$4.87B
$1.67M ﹤0.01%
54,800
+10,356
MSIF
1639
MSC Income Fund Inc
MSIF
$656M
$1.67M ﹤0.01%
+126,913
EPAM icon
1640
EPAM Systems
EPAM
$10.7B
$1.66M ﹤0.01%
11,035
+324
BIP icon
1641
Brookfield Infrastructure Partners
BIP
$16.7B
$1.66M ﹤0.01%
50,536
+38,344
VRSN icon
1642
VeriSign
VRSN
$23.5B
$1.66M ﹤0.01%
5,939
+95
BDEC icon
1643
Innovator US Equity Buffer ETF December
BDEC
$189M
$1.66M ﹤0.01%
34,592
-11,652
ZFEB
1644
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$115M
$1.66M ﹤0.01%
66,431
-6,892
IGHG icon
1645
ProShares Investment Grade-Interest Rate Hedged
IGHG
$277M
$1.66M ﹤0.01%
20,976
-649
SDOG icon
1646
ALPS Sector Dividend Dogs ETF
SDOG
$1.24B
$1.66M ﹤0.01%
27,500
+822
SCHJ icon
1647
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$639M
$1.66M ﹤0.01%
66,326
+3,713
WSBC icon
1648
WesBanco
WSBC
$3.13B
$1.65M ﹤0.01%
51,778
-890
DIV icon
1649
Global X SuperDividend US ETF
DIV
$647M
$1.65M ﹤0.01%
93,401
+688
FIDU icon
1650
Fidelity MSCI Industrials Index ETF
FIDU
$1.47B
$1.65M ﹤0.01%
20,135
+2,155
64 65
66
67 68