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
$32.9B
AUM Growth
+$3.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,797
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$63.9M
3
+$55.6M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.1M

Top Sells

1
+$52.3M
2
+$45.8M
3
+$30.7M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.8M
5
BND icon
Vanguard Total Bond Market
BND
+$27.2M

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
226
$29.8M 0.09%
319,566
-10,979
227
$29.8M 0.09%
1,347,260
+97,721
228
$29.4M 0.09%
250,391
-10,773
229
$29.4M 0.09%
354,712
-3,267
230
$29.3M 0.09%
563,351
+108,198
231
$29.3M 0.09%
506,359
+24,472
232
$29.2M 0.09%
260,923
+1,109
233
$29.1M 0.09%
765,814
-149,793
234
$29.1M 0.09%
774,867
+631,289
235
$28.6M 0.09%
259,435
-415,016
236
$28.5M 0.09%
278,819
-14,065
237
$28.5M 0.09%
868,401
-193,534
238
$28.3M 0.09%
127,527
+1,306
239
$28M 0.09%
144,397
+7,362
240
$28M 0.09%
+549,812
241
$27.9M 0.08%
461,526
+113,500
242
$27.8M 0.08%
119,340
+2,000
243
$27.6M 0.08%
292,029
+8,938
244
$27.6M 0.08%
820,477
+216,001
245
$27.6M 0.08%
214,476
-1,056
246
$27.5M 0.08%
253,733
+9,879
247
$27.1M 0.08%
1,167,957
+76,257
248
$27M 0.08%
51,003
+9,424
249
$26.7M 0.08%
522,976
-80,437
250
$26.6M 0.08%
292,534
+90,568
8 9
10
11 12