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
LDUR icon
2151
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$952M
$772K ﹤0.01%
8,056
+2,881
ALSN icon
2152
Allison Transmission
ALSN
$6.8B
$770K ﹤0.01%
8,109
+171
IBMQ icon
2153
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$505M
$769K ﹤0.01%
30,265
+22,208
DJT icon
2154
Trump Media & Technology Group
DJT
$3.1B
$769K ﹤0.01%
42,614
+1,583
ATI icon
2155
ATI
ATI
$13.5B
$768K ﹤0.01%
+8,893
NTNX icon
2156
Nutanix
NTNX
$17.8B
$768K ﹤0.01%
10,053
+2,019
ECC
2157
Eagle Point Credit Co
ECC
$764M
$767K ﹤0.01%
100,131
+10,385
APA icon
2158
APA Corp
APA
$8.79B
$766K ﹤0.01%
41,876
+1,511
IAG icon
2159
IAMGOLD
IAG
$7.9B
$766K ﹤0.01%
104,152
+619
CORZ icon
2160
Core Scientific
CORZ
$4.63B
$765K ﹤0.01%
44,805
-40,406
MTDR icon
2161
Matador Resources
MTDR
$5.15B
$764K ﹤0.01%
16,014
-11,512
PRFZ icon
2162
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
$764K ﹤0.01%
18,794
-20
TDTT icon
2163
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.63B
$764K ﹤0.01%
31,512
-2,308
FRT icon
2164
Federal Realty Investment Trust
FRT
$8.37B
$763K ﹤0.01%
8,032
+908
BNS icon
2165
Scotiabank
BNS
$83.8B
$762K ﹤0.01%
13,788
-1,150
SPXC icon
2166
SPX Corp
SPXC
$10.5B
$762K ﹤0.01%
4,547
+57
SNSR icon
2167
Global X Internet of Things ETF
SNSR
$202M
$761K ﹤0.01%
20,147
-1
DAPR icon
2168
FT Vest US Equity Deep Buffer ETF April
DAPR
$288M
$759K ﹤0.01%
20,134
+660
DOX icon
2169
Amdocs
DOX
$8.47B
$759K ﹤0.01%
8,322
+1,584
HYBI
2170
NEOS Enhanced Income Credit Select ETF
HYBI
$145M
$759K ﹤0.01%
15,053
LVHD icon
2171
Franklin US Low Volatility High Dividend Index ETF
LVHD
$585M
$758K ﹤0.01%
19,009
-17,863
CAFG icon
2172
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$18.9M
$757K ﹤0.01%
30,935
+438
IBMN icon
2173
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
$757K ﹤0.01%
28,267
+16,381
MNA icon
2174
IQ ARB Merger Arbitrage ETF
MNA
$253M
$757K ﹤0.01%
21,451
+1,854
CORT icon
2175
Corcept Therapeutics
CORT
$7.95B
$754K ﹤0.01%
10,272
-1,733
85 86
87
88 89