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
2576
$483K ﹤0.01%
+17,385
2577
$482K ﹤0.01%
9,563
+1,590
2578
$481K ﹤0.01%
41,356
-1,806
2579
$481K ﹤0.01%
+9,659
2580
$480K ﹤0.01%
+9,852
2581
$480K ﹤0.01%
1,610
-7,619
2582
$479K ﹤0.01%
18,524
+260
2583
$479K ﹤0.01%
4,405
+33
2584
$478K ﹤0.01%
46,060
-5,711
2585
$476K ﹤0.01%
132,075
-56,455
2586
$476K ﹤0.01%
22,610
-1,772
2587
$476K ﹤0.01%
3,823
-332
2588
$476K ﹤0.01%
41,649
+22,683
2589
$475K ﹤0.01%
96,636
+12,032
2590
$475K ﹤0.01%
10,797
+2,778
2591
$475K ﹤0.01%
10,093
-132
2592
$474K ﹤0.01%
26,890
-32
2593
$474K ﹤0.01%
44,858
-370,442
2594
$474K ﹤0.01%
98,912
-1,894
2595
$474K ﹤0.01%
18,813
+1,037
2596
$473K ﹤0.01%
11,321
-1,551
2597
$473K ﹤0.01%
11,563
+268
2598
$472K ﹤0.01%
23,030
+3,233
2599
$472K ﹤0.01%
7,365
+198
2600
$471K ﹤0.01%
49,881
-1,286
102 103
104
105 106