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
LDSF icon
1776
First Trust Low Duration Strategic Focus ETF
LDSF
$140M
$1.42M ﹤0.01%
74,062
-743
SAP icon
1777
SAP
SAP
$284B
$1.41M ﹤0.01%
5,293
+795
DUSB icon
1778
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.61B
$1.41M ﹤0.01%
27,824
-3,314
VRSK icon
1779
Verisk Analytics
VRSK
$31.3B
$1.41M ﹤0.01%
5,618
+332
SIXJ icon
1780
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
$142M
$1.41M ﹤0.01%
42,275
+19,272
TMHC icon
1781
Taylor Morrison
TMHC
$6.31B
$1.41M ﹤0.01%
21,301
-267
IYG icon
1782
iShares US Financial Services ETF
IYG
$1.91B
$1.4M ﹤0.01%
15,664
+663
PNR icon
1783
Pentair
PNR
$17.4B
$1.4M ﹤0.01%
12,661
-2,650
ARES icon
1784
Ares Management
ARES
$35.7B
$1.4M ﹤0.01%
8,761
-1,938
OCTM
1785
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$30.9M
$1.4M ﹤0.01%
43,529
+246
BKR icon
1786
Baker Hughes
BKR
$49.8B
$1.4M ﹤0.01%
28,717
-1,717
NUKZ icon
1787
Range Nuclear Renaissance Index ETF
NUKZ
$744M
$1.4M ﹤0.01%
21,495
+5,476
PPLT icon
1788
abrdn Physical Platinum Shares ETF
PPLT
$2.08B
$1.4M ﹤0.01%
9,782
+204
HYDB icon
1789
iShares High Yield Systematic Bond ETF
HYDB
$1.66B
$1.4M ﹤0.01%
29,182
-15,021
XHYI icon
1790
BondBloxx USD High Yield Bond Industrial Sector ETF
XHYI
$36.3M
$1.4M ﹤0.01%
36,259
-203
SPBW
1791
AllianzIM Buffer20 Allocation ETF
SPBW
$43.6M
$1.39M ﹤0.01%
51,572
-11,681
DGRE icon
1792
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$139M
$1.38M ﹤0.01%
48,244
+261
CCD
1793
Calamos Dynamic Convertible & Income Fund
CCD
$576M
$1.38M ﹤0.01%
65,709
-1,790
AMCR icon
1794
Amcor
AMCR
$19.5B
$1.38M ﹤0.01%
168,829
+66,659
IBHI icon
1795
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$309M
$1.38M ﹤0.01%
57,921
+3,139
FPEI icon
1796
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.81B
$1.38M ﹤0.01%
71,381
+30,115
ZBRA icon
1797
Zebra Technologies
ZBRA
$13.1B
$1.38M ﹤0.01%
4,641
+568
SPH icon
1798
Suburban Propane Partners
SPH
$1.27B
$1.38M ﹤0.01%
73,859
+15,012
TTAN
1799
ServiceTitan Inc
TTAN
$8.67B
$1.38M ﹤0.01%
13,659
+10,404
ASLV
1800
Allspring Special Large Value ETF
ASLV
$272M
$1.38M ﹤0.01%
49,966
-1,124
70 71
72
73 74