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
2551
$499K ﹤0.01%
36,659
+5,966
2552
$498K ﹤0.01%
+9,490
2553
$498K ﹤0.01%
13,468
-724
2554
$497K ﹤0.01%
19,236
-3,831
2555
$497K ﹤0.01%
15,607
+8,519
2556
$497K ﹤0.01%
13,115
-887
2557
$496K ﹤0.01%
16,206
+25
2558
$494K ﹤0.01%
11,472
+4,133
2559
$493K ﹤0.01%
15,748
+9,174
2560
$493K ﹤0.01%
2,812
+265
2561
$492K ﹤0.01%
14,407
-1,576
2562
$492K ﹤0.01%
36,191
-11,912
2563
$492K ﹤0.01%
18,077
-12,773
2564
$491K ﹤0.01%
7,918
+391
2565
$490K ﹤0.01%
14,786
+1,308
2566
$490K ﹤0.01%
77,960
-5,071
2567
$489K ﹤0.01%
2,047
-21
2568
$488K ﹤0.01%
18,762
+377
2569
$488K ﹤0.01%
+4,364
2570
$487K ﹤0.01%
+19,425
2571
$485K ﹤0.01%
22,610
+10,668
2572
$485K ﹤0.01%
164,635
+176
2573
$484K ﹤0.01%
+11,004
2574
$484K ﹤0.01%
30,157
+4,602
2575
$483K ﹤0.01%
20,728
-10,445
101 102
103
104 105