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 5.23%
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
SOCL icon
1901
Global X Social Media ETF
SOCL
$133M
$1.05M ﹤0.01%
19,720
-4,013
SUSL icon
1902
iShares ESG MSCI USA Leaders ETF
SUSL
$1.03B
$1.05M ﹤0.01%
9,718
-558
CHTR icon
1903
Charter Communications
CHTR
$27B
$1.05M ﹤0.01%
2,574
-95
SPMB icon
1904
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.62B
$1.05M ﹤0.01%
47,610
-384
WTAI icon
1905
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$425M
$1.05M ﹤0.01%
42,754
-205
PI icon
1906
Impinj
PI
$5.24B
$1.05M ﹤0.01%
9,444
+1,275
LSAT icon
1907
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$72.9M
$1.05M ﹤0.01%
26,462
-85
NGG icon
1908
National Grid
NGG
$76.8B
$1.05M ﹤0.01%
14,257
-177
CDW icon
1909
CDW
CDW
$17.7B
$1.04M ﹤0.01%
5,854
-243
CALM icon
1910
Cal-Maine
CALM
$3.86B
$1.04M ﹤0.01%
10,478
+1,795
FTSD icon
1911
Franklin Short Duration US Government ETF
FTSD
$266M
$1.04M ﹤0.01%
11,476
+1,745
CPB icon
1912
Campbell Soup
CPB
$8.31B
$1.04M ﹤0.01%
33,954
-1,680
EXP icon
1913
Eagle Materials
EXP
$6.63B
$1.04M ﹤0.01%
5,146
+1,061
SYF icon
1914
Synchrony
SYF
$30B
$1.04M ﹤0.01%
15,580
+121
DPZ icon
1915
Domino's
DPZ
$14.1B
$1.04M ﹤0.01%
2,304
+83
CDL icon
1916
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$355M
$1.04M ﹤0.01%
15,550
-428
JOBY icon
1917
Joby Aviation
JOBY
$12B
$1.04M ﹤0.01%
98,217
+26,554
NFG icon
1918
National Fuel Gas
NFG
$7.25B
$1.04M ﹤0.01%
12,229
-955
BSJQ icon
1919
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.17B
$1.03M ﹤0.01%
44,299
+13,070
SHAK icon
1920
Shake Shack
SHAK
$3.27B
$1.03M ﹤0.01%
7,331
+1,374
MMLG icon
1921
First Trust Multi-Manager Large Growth ETF
MMLG
$90.3M
$1.03M ﹤0.01%
30,605
-3,366
DMAR icon
1922
FT Vest US Equity Deep Buffer ETF March
DMAR
$381M
$1.03M ﹤0.01%
26,000
-1,262
SEZL icon
1923
Sezzle
SEZL
$2.17B
$1.03M ﹤0.01%
+5,742
QSIX
1924
Pacer Metaurus Nasdaq 100 Dividend Multiplier 600 ETF
QSIX
$13.1M
$1.03M ﹤0.01%
29,823
+16,584
VTC icon
1925
Vanguard Total Corporate Bond ETF
VTC
$1.41B
$1.03M ﹤0.01%
13,282
-1,317
75 76
77
78 79