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
TRND icon
1751
Pacer Trendpilot Fund of Funds ETF
TRND
$54.8M
$1.46M ﹤0.01%
43,567
+361
ALAI icon
1752
Alger AI Enablers & Adopters ETF
ALAI
$296M
$1.46M ﹤0.01%
39,022
+15,499
HUBS icon
1753
HubSpot
HUBS
$19.6B
$1.46M ﹤0.01%
3,122
+1,789
COPX icon
1754
Global X Copper Miners ETF NEW
COPX
$3.54B
$1.46M ﹤0.01%
24,367
+2,026
GNW icon
1755
Genworth Financial
GNW
$3.43B
$1.46M ﹤0.01%
163,668
+124,320
PL icon
1756
Planet Labs
PL
$3.62B
$1.46M ﹤0.01%
112,281
+94,123
NNN icon
1757
NNN REIT
NNN
$7.71B
$1.45M ﹤0.01%
34,156
+4,425
XSOE icon
1758
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.85B
$1.45M ﹤0.01%
38,303
-2,306
ALNY icon
1759
Alnylam Pharmaceuticals
ALNY
$61.4B
$1.45M ﹤0.01%
3,180
+1,796
HEDJ icon
1760
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$1.45M ﹤0.01%
28,778
-18,775
BTO
1761
John Hancock Financial Opportunities Fund
BTO
$681M
$1.45M ﹤0.01%
40,237
+2,219
CHY
1762
Calamos Convertible and High Income Fund
CHY
$910M
$1.45M ﹤0.01%
128,853
+8,991
CRTC icon
1763
Xtrackers US National Critical Technologies ETF
CRTC
$117M
$1.44M ﹤0.01%
39,648
-102
DFAE icon
1764
Dimensional Emerging Core Equity Market ETF
DFAE
$7.14B
$1.44M ﹤0.01%
45,803
+6,731
CXSE icon
1765
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$507M
$1.44M ﹤0.01%
32,353
+23,740
TE
1766
T1 Energy Inc
TE
$1.01B
$1.44M ﹤0.01%
661,437
+108,000
FXI icon
1767
iShares China Large-Cap ETF
FXI
$6.59B
$1.44M ﹤0.01%
34,904
+1,483
IBHG icon
1768
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$396M
$1.44M ﹤0.01%
63,862
+936
BDGS icon
1769
Bridges Capital Tactical ETF
BDGS
$40.8M
$1.43M ﹤0.01%
41,656
+2,668
PIE icon
1770
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$123M
$1.43M ﹤0.01%
58,653
-1,972
WSO icon
1771
Watsco Inc
WSO
$13.8B
$1.43M ﹤0.01%
3,532
-177
GDEC icon
1772
FT Vest US Equity Moderate Buffer ETF December
GDEC
$271M
$1.43M ﹤0.01%
38,883
-347
BBEU icon
1773
JPMorgan BetaBuilders Europe ETF
BBEU
$8.43B
$1.42M ﹤0.01%
20,443
+1,244
ZBH icon
1774
Zimmer Biomet
ZBH
$18.7B
$1.42M ﹤0.01%
14,441
+5,797
DBRG icon
1775
DigitalBridge
DBRG
$1.74B
$1.42M ﹤0.01%
121,273
-542
69 70
71
72 73