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
FHN icon
1626
First Horizon
FHN
$10.5B
$1.54M ﹤0.01%
72,851
-4,169
FMET icon
1627
Fidelity Metaverse ETF
FMET
$47.2M
$1.54M ﹤0.01%
+45,437
BAC.PRL icon
1628
Bank of America Series L
BAC.PRL
$3.84B
$1.54M ﹤0.01%
1,269
-37
FLUT icon
1629
Flutter Entertainment
FLUT
$34.7B
$1.54M ﹤0.01%
5,387
+604
KBWD icon
1630
Invesco KBW High Dividend Yield Financial ETF
KBWD
$413M
$1.54M ﹤0.01%
110,874
+4,502
BJAN icon
1631
Innovator US Equity Buffer ETF January
BJAN
$297M
$1.53M ﹤0.01%
30,556
-1,457
SDOG icon
1632
ALPS Sector Dividend Dogs ETF
SDOG
$1.22B
$1.53M ﹤0.01%
26,678
-152
CHGX icon
1633
AXS Change Finance ESG ETF
CHGX
$135M
$1.53M ﹤0.01%
+58,734
PAAS icon
1634
Pan American Silver
PAAS
$16.3B
$1.53M ﹤0.01%
53,871
+29,091
FDTX icon
1635
Fidelity Disruptive Technology ETF
FDTX
$194M
$1.53M ﹤0.01%
39,139
+4,792
DOGG icon
1636
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$41.9M
$1.53M ﹤0.01%
76,713
+1,369
BXP icon
1637
Boston Properties
BXP
$11.2B
$1.52M ﹤0.01%
22,600
+541
FUMB icon
1638
First Trust Ultra Short Duration Municipal ETF
FUMB
$223M
$1.52M ﹤0.01%
75,838
+42,940
CHI
1639
Calamos Convertible Opportunities and Income Fund
CHI
$829M
$1.52M ﹤0.01%
144,727
+20,567
PTH icon
1640
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$120M
$1.52M ﹤0.01%
39,167
-10,572
FNDA icon
1641
Schwab Fundamental US Small Company Index ETF
FNDA
$8.97B
$1.52M ﹤0.01%
53,094
-12,730
SPRY icon
1642
ARS Pharmaceuticals
SPRY
$812M
$1.52M ﹤0.01%
87,162
+4
ICF icon
1643
iShares Select U.S. REIT ETF
ICF
$1.9B
$1.52M ﹤0.01%
24,846
-2,750
DES icon
1644
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$1.52M ﹤0.01%
47,826
-1,075
XAPR
1645
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$52.2M
$1.52M ﹤0.01%
43,265
+2,855
CARZ icon
1646
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
$34M
$1.52M ﹤0.01%
24,487
-539
QQQE icon
1647
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$1.52M ﹤0.01%
15,420
+2,214
XMVM icon
1648
Invesco S&P MidCap Value with Momentum ETF
XMVM
$292M
$1.52M ﹤0.01%
27,257
-1,036
BROS icon
1649
Dutch Bros
BROS
$6.82B
$1.51M ﹤0.01%
22,158
+773
ABR icon
1650
Arbor Realty Trust
ABR
$1.72B
$1.51M ﹤0.01%
141,340
-357,862
64 65
66
67 68