Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.8B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,005
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$67.6M
3
+$67M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$44.7M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$42.3M

Top Sells

1
+$85.8M
2
+$72.3M
3
+$34.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$33.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$31.9M

Sector Composition

1 Technology 12.27%
2 Financials 4.9%
3 Consumer Discretionary 3.53%
4 Communication Services 3.11%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYMB icon
1676
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.01B
$1.7M ﹤0.01%
68,284
+16,806
NGG icon
1677
National Grid
NGG
$89.3B
$1.7M ﹤0.01%
22,012
-2,030
VTRS icon
1678
Viatris
VTRS
$16.2B
$1.7M ﹤0.01%
136,796
-12,572
GPIQ icon
1679
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$3.1B
$1.7M ﹤0.01%
32,164
+3,478
SJM icon
1680
J.M. Smucker
SJM
$11.6B
$1.7M ﹤0.01%
17,381
-1,858
GMMA
1681
GammaRoad Market Navigation ETF
GMMA
$5.86M
$1.7M ﹤0.01%
80,347
+8,562
BXP icon
1682
Boston Properties
BXP
$8.48B
$1.7M ﹤0.01%
25,159
+3,354
TRMB icon
1683
Trimble
TRMB
$16.1B
$1.7M ﹤0.01%
21,654
-221
ORI icon
1684
Old Republic International
ORI
$10B
$1.69M ﹤0.01%
37,008
+1,315
DOGG icon
1685
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$61.5M
$1.69M ﹤0.01%
81,177
+6,470
APRW icon
1686
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$169M
$1.68M ﹤0.01%
48,281
-1,708
RWK icon
1687
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.08B
$1.68M ﹤0.01%
13,297
+124
TCAL
1688
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
$259M
$1.68M ﹤0.01%
71,286
+34,385
CSM icon
1689
ProShares Large Cap Core Plus
CSM
$476M
$1.68M ﹤0.01%
21,022
+413
EPI icon
1690
WisdomTree India Earnings Fund ETF
EPI
$2.53B
$1.68M ﹤0.01%
36,192
-35,849
RUM icon
1691
Rumble
RUM
$1.77B
$1.67M ﹤0.01%
264,373
+12,502
ETW
1692
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$991M
$1.67M ﹤0.01%
180,884
-5,444
TEM
1693
Tempus AI
TEM
$9.1B
$1.67M ﹤0.01%
28,252
-6,026
OKTA icon
1694
Okta
OKTA
$14.1B
$1.67M ﹤0.01%
19,283
-4,502
RSPS icon
1695
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$275M
$1.67M ﹤0.01%
57,351
-2,327
WDAY icon
1696
Workday
WDAY
$37.5B
$1.66M ﹤0.01%
7,746
-5,276
APUE icon
1697
ActivePassive US Equity ETF
APUE
$2.23B
$1.66M ﹤0.01%
39,856
+3,331
FNDA icon
1698
Schwab Fundamental US Small Company Index ETF
FNDA
$9.42B
$1.66M ﹤0.01%
52,548
-2,334
TAFI icon
1699
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.16B
$1.65M ﹤0.01%
65,603
-2,217
ARE icon
1700
Alexandria Real Estate Equities
ARE
$8.85B
$1.65M ﹤0.01%
33,717
+4,504
66 67
68
69 70