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
REAL icon
1776
The RealReal
REAL
$1.27B
$1.51M ﹤0.01%
95,632
+720
HQH
1777
abrdn Healthcare Investors
HQH
$1.03B
$1.51M ﹤0.01%
79,517
-1,188
CNTY icon
1778
Century Casinos
CNTY
$44.2M
$1.5M ﹤0.01%
1,126,950
+41,995
VRSK icon
1779
Verisk Analytics
VRSK
$28B
$1.5M ﹤0.01%
6,701
+1,083
IBHG icon
1780
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$448M
$1.49M ﹤0.01%
66,793
+2,931
SCHJ icon
1781
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$733M
$1.49M ﹤0.01%
59,866
-6,460
JFR icon
1782
Nuveen Floating Rate Income Fund
JFR
$1.2B
$1.49M ﹤0.01%
190,349
-45,985
ZIM icon
1783
ZIM Integrated Shipping Services
ZIM
$3.48B
$1.49M ﹤0.01%
70,146
-30,812
XSOE icon
1784
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.89B
$1.49M ﹤0.01%
38,080
-223
FTNY
1785
Franklin New York Municipal Income ETF
FTNY
$634M
$1.48M ﹤0.01%
+189,123
HEDJ icon
1786
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$1.48M ﹤0.01%
27,969
-809
FDTX icon
1787
Fidelity Disruptive Technology ETF
FDTX
$183M
$1.48M ﹤0.01%
36,375
-1,924
EMN icon
1788
Eastman Chemical
EMN
$7.89B
$1.48M ﹤0.01%
23,207
+3,041
IDCC icon
1789
InterDigital
IDCC
$9.39B
$1.48M ﹤0.01%
4,652
+78
ARTY
1790
iShares Future AI & Tech ETF
ARTY
$2.24B
$1.48M ﹤0.01%
30,624
+2,748
SOLV icon
1791
Solventum
SOLV
$11.7B
$1.47M ﹤0.01%
18,578
+116
FEAC
1792
Fidelity Enhanced U.S. All-Cap Equity ETF
FEAC
$11.6M
$1.47M ﹤0.01%
50,577
-19,015
RA
1793
Brookfield Real Assets Income Fund
RA
$713M
$1.47M ﹤0.01%
113,007
+14,774
SMMU icon
1794
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.04B
$1.46M ﹤0.01%
29,011
-2,041
SIXJ icon
1795
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$147M
$1.46M ﹤0.01%
42,625
+350
FDV icon
1796
Federated Hermes US Strategic Dividend ETF
FDV
$607M
$1.46M ﹤0.01%
51,042
+8,026
YUMC icon
1797
Yum China
YUMC
$18.7B
$1.46M ﹤0.01%
30,572
+214
TRND icon
1798
Pacer Trendpilot Fund of Funds ETF
TRND
$54.6M
$1.46M ﹤0.01%
43,336
-231
SOUN icon
1799
SoundHound AI
SOUN
$3.34B
$1.45M ﹤0.01%
145,879
-12,396
LW icon
1800
Lamb Weston
LW
$6.18B
$1.45M ﹤0.01%
34,689
+22,089
70 71
72
73 74