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
IHAK icon
1651
iShares Cybersecurity and Tech ETF
IHAK
$906M
$1.51M ﹤0.01%
28,424
+866
IDLV icon
1652
Invesco S&P International Developed Low Volatility ETF
IDLV
$331M
$1.51M ﹤0.01%
45,606
+30,365
ODFL icon
1653
Old Dominion Freight Line
ODFL
$27.7B
$1.51M ﹤0.01%
9,310
+200
YSEP icon
1654
FT Vest International Equity Buffer ETF September
YSEP
$98.7M
$1.51M ﹤0.01%
61,872
-13,860
EXAS icon
1655
Exact Sciences
EXAS
$12.7B
$1.51M ﹤0.01%
28,383
+3,554
DRLL icon
1656
Strive US Energy ETF
DRLL
$268M
$1.5M ﹤0.01%
55,426
-40,786
CPRT icon
1657
Copart
CPRT
$39.8B
$1.5M ﹤0.01%
30,598
+40
KEY icon
1658
KeyCorp
KEY
$19.3B
$1.5M ﹤0.01%
86,152
-25,605
EMQQ icon
1659
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$377M
$1.5M ﹤0.01%
36,004
-3,925
TY icon
1660
TRI-Continental Corp
TY
$1.78B
$1.49M ﹤0.01%
47,101
-4,516
JANW icon
1661
AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW
$295M
$1.49M ﹤0.01%
42,628
-4,960
GLRY icon
1662
Inspire Momentum ETF
GLRY
$89.8M
$1.48M ﹤0.01%
44,971
+8,462
TEVA icon
1663
Teva Pharmaceuticals
TEVA
$29.2B
$1.48M ﹤0.01%
88,393
+4,130
SWK icon
1664
Stanley Black & Decker
SWK
$10.2B
$1.48M ﹤0.01%
21,811
+2,376
TMFS icon
1665
Motley Fool Small-Cap Growth ETF
TMFS
$73.7M
$1.47M ﹤0.01%
41,705
+2,666
BIZD icon
1666
VanEck BDC Income ETF
BIZD
$1.49B
$1.47M ﹤0.01%
90,453
-23,118
VWOB icon
1667
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.87B
$1.47M ﹤0.01%
22,521
+1,014
IAT icon
1668
iShares US Regional Banks ETF
IAT
$663M
$1.47M ﹤0.01%
29,691
+459
MISL icon
1669
First Trust Indxx Aerospace & Defense ETF
MISL
$201M
$1.47M ﹤0.01%
39,348
+4,009
PHO icon
1670
Invesco Water Resources ETF
PHO
$2.22B
$1.47M ﹤0.01%
21,029
-10,147
TSN icon
1671
Tyson Foods
TSN
$19.1B
$1.47M ﹤0.01%
26,212
-3,268
BAUG icon
1672
Innovator US Equity Buffer ETF August
BAUG
$221M
$1.46M ﹤0.01%
31,816
-23,938
FAD icon
1673
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$337M
$1.46M ﹤0.01%
9,956
-37
SHOC icon
1674
Strive US Semiconductor ETF
SHOC
$125M
$1.46M ﹤0.01%
27,473
-10,444
STAG icon
1675
STAG Industrial
STAG
$7.18B
$1.46M ﹤0.01%
40,229
-191
65 66
67
68 69