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
2526
$511K ﹤0.01%
7,220
-608
2527
$511K ﹤0.01%
8,765
+790
2528
$511K ﹤0.01%
9,499
+553
2529
$511K ﹤0.01%
+2,820
2530
$510K ﹤0.01%
17,359
+7,012
2531
$509K ﹤0.01%
9,756
-4,566
2532
$508K ﹤0.01%
22,487
-33,933
2533
$507K ﹤0.01%
2,444
-39
2534
$506K ﹤0.01%
10,246
-26,324
2535
$506K ﹤0.01%
23,085
-1,429
2536
$505K ﹤0.01%
5,470
-1,005
2537
$505K ﹤0.01%
2,486
-1,754
2538
$504K ﹤0.01%
16,996
+3,000
2539
$504K ﹤0.01%
14,278
+5,949
2540
$503K ﹤0.01%
20,662
-15,187
2541
$503K ﹤0.01%
22,228
-1,824
2542
$503K ﹤0.01%
97,236
+55,187
2543
$502K ﹤0.01%
13,665
-79
2544
$502K ﹤0.01%
17,950
+762
2545
$502K ﹤0.01%
44,439
-11,537
2546
$502K ﹤0.01%
13,377
+150
2547
$499K ﹤0.01%
5,227
+554
2548
$499K ﹤0.01%
5,052
+412
2549
$499K ﹤0.01%
29,756
-8,117
2550
$499K ﹤0.01%
67,510
+755
100 101
102
103 104