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
GEF icon
2076
Greif
GEF
$3.55B
$858K ﹤0.01%
13,201
+284
REM icon
2077
iShares Mortgage Real Estate ETF
REM
$609M
$857K ﹤0.01%
40,100
-345
KIM icon
2078
Kimco Realty
KIM
$13.8B
$856K ﹤0.01%
40,712
+10,916
AVGE icon
2079
Avantis All Equity Markets ETF
AVGE
$621M
$852K ﹤0.01%
10,991
-619
DRS icon
2080
Leonardo DRS
DRS
$9.27B
$852K ﹤0.01%
+18,339
PCRB icon
2081
Putnam ESG Core Bond ETF
PCRB
$839M
$848K ﹤0.01%
17,311
+370
SLVR
2082
Sprott Silver Miners & Physical Silver ETF
SLVR
$303M
$848K ﹤0.01%
28,422
+13,480
BBY icon
2083
Best Buy
BBY
$15.9B
$847K ﹤0.01%
12,621
+2,144
BMI icon
2084
Badger Meter
BMI
$5.18B
$847K ﹤0.01%
3,459
+728
PSMJ icon
2085
Pacer Swan SOS Moderate July ETF
PSMJ
$90.9M
$847K ﹤0.01%
27,932
-458
SMIN icon
2086
iShares MSCI India Small-Cap ETF
SMIN
$918M
$846K ﹤0.01%
10,955
+127
GDMN icon
2087
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$121M
$845K ﹤0.01%
16,751
-65,808
UAMY icon
2088
United States Antimony
UAMY
$1.03B
$845K ﹤0.01%
387,698
-45,350
ISMD icon
2089
Inspire Small/Mid Cap Impact ETF
ISMD
$214M
$844K ﹤0.01%
23,754
-397
BITQ icon
2090
Bitwise Crypto Industry Innovators ETF
BITQ
$392M
$842K ﹤0.01%
42,685
-4,717
WAT icon
2091
Waters Corp
WAT
$22.6B
$842K ﹤0.01%
2,412
-574
ZM icon
2092
Zoom
ZM
$25.2B
$841K ﹤0.01%
10,789
-1,139
HYMB icon
2093
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
$840K ﹤0.01%
33,895
+12,314
EVN
2094
Eaton Vance Municipal Income Trust
EVN
$438M
$839K ﹤0.01%
82,014
+6,360
RMBS icon
2095
Rambus
RMBS
$10.3B
$839K ﹤0.01%
13,102
+6,105
LCTD icon
2096
BlackRock World ex US Carbon Transition Readiness ETF
LCTD
$252M
$838K ﹤0.01%
16,472
+157
FDFF icon
2097
Fidelity Disruptive Finance ETF
FDFF
$47.9M
$837K ﹤0.01%
21,897
+5,784
OZ icon
2098
Belpointe PREP
OZ
$230M
$837K ﹤0.01%
+13,080
AAL icon
2099
American Airlines Group
AAL
$8.42B
$836K ﹤0.01%
74,487
-2,114
JETS icon
2100
US Global Jets ETF
JETS
$755M
$836K ﹤0.01%
36,417
-13,803
82 83
84
85 86