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
EZBC icon
1726
Franklin Bitcoin ETF
EZBC
$480M
$1.33M ﹤0.01%
21,273
+12,480
AI icon
1727
C3.ai
AI
$1.94B
$1.33M ﹤0.01%
53,958
+15,863
SPLB icon
1728
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$893M
$1.32M ﹤0.01%
58,714
+4,931
TMHC icon
1729
Taylor Morrison
TMHC
$5.84B
$1.32M ﹤0.01%
21,568
-802
USAC icon
1730
USA Compression Partners
USAC
$2.92B
$1.32M ﹤0.01%
54,499
-1,669
DGRE icon
1731
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$139M
$1.32M ﹤0.01%
47,983
-27
VTES icon
1732
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$1.32M ﹤0.01%
13,107
+8,626
JULM
1733
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$28.3M
$1.32M ﹤0.01%
40,648
+230
CHY
1734
Calamos Convertible and High Income Fund
CHY
$889M
$1.32M ﹤0.01%
119,862
+14,285
UFPI icon
1735
UFP Industries
UFPI
$5.27B
$1.31M ﹤0.01%
13,234
-1,314
DOL icon
1736
WisdomTree True Developed International Fund
DOL
$686M
$1.31M ﹤0.01%
22,058
+8,171
ETH
1737
Grayscale Ethereum Mini Trust ETF
ETH
$2.23B
$1.31M ﹤0.01%
55,361
+14,431
DIHP icon
1738
Dimensional International High Profitability ETF
DIHP
$4.64B
$1.31M ﹤0.01%
44,444
-1,576
ONON icon
1739
On Holding
ONON
$14B
$1.31M ﹤0.01%
25,175
-7,857
MDU icon
1740
MDU Resources
MDU
$4.21B
$1.31M ﹤0.01%
78,508
+12,348
SUN icon
1741
Sunoco
SUN
$9.88B
$1.31M ﹤0.01%
24,423
-809
GYLD icon
1742
Arrow Dow Jones Global Yield ETF
GYLD
$27M
$1.31M ﹤0.01%
99,657
+3,522
RSPH icon
1743
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$752M
$1.31M ﹤0.01%
44,819
-2,686
IBHI icon
1744
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$268M
$1.3M ﹤0.01%
54,782
+29,672
BBEU icon
1745
JPMorgan BetaBuilders Europe ETF
BBEU
$4.28B
$1.29M ﹤0.01%
19,199
+2,315
APUE icon
1746
ActivePassive US Equity ETF
APUE
$2.11B
$1.29M ﹤0.01%
34,304
+10,942
TEQI icon
1747
T. Rowe Price Equity Income ETF
TEQI
$326M
$1.29M ﹤0.01%
30,303
+1,386
RIVN icon
1748
Rivian
RIVN
$18.5B
$1.29M ﹤0.01%
93,618
+5,610
BDGS icon
1749
Bridges Capital Tactical ETF
BDGS
$39.3M
$1.28M ﹤0.01%
38,988
+1,183
BHM icon
1750
Bluerock Homes Trust
BHM
$36.5M
$1.28M ﹤0.01%
102,618
+3,174
68 69
70
71 72