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
2476
$538K ﹤0.01%
10,682
+497
2477
$538K ﹤0.01%
7,913
+64
2478
$537K ﹤0.01%
16,015
+2,569
2479
$536K ﹤0.01%
11,125
2480
$536K ﹤0.01%
24,379
-2,773
2481
$536K ﹤0.01%
3,981
-282
2482
$535K ﹤0.01%
13,431
-580
2483
$535K ﹤0.01%
25,772
+10
2484
$535K ﹤0.01%
+11,183
2485
$534K ﹤0.01%
68,075
+21,402
2486
$533K ﹤0.01%
4,712
-356
2487
$532K ﹤0.01%
3,564
-1,243
2488
$532K ﹤0.01%
25,160
-7,194
2489
$532K ﹤0.01%
9,930
-1,140
2490
$532K ﹤0.01%
14,717
-1,491
2491
$531K ﹤0.01%
14,112
-31,541
2492
$531K ﹤0.01%
7,503
-2,433
2493
$531K ﹤0.01%
22,705
-8,016
2494
$530K ﹤0.01%
1,848
+269
2495
$530K ﹤0.01%
49,258
-78
2496
$530K ﹤0.01%
13,841
-1,255
2497
$529K ﹤0.01%
4,821
-65
2498
$529K ﹤0.01%
47,951
-1,814
2499
$529K ﹤0.01%
8,711
+962
2500
$529K ﹤0.01%
24,168
+840
98 99
100
101 102