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
2626
$457K ﹤0.01%
34,027
+22,499
2627
$456K ﹤0.01%
9,231
-435
2628
$456K ﹤0.01%
2,972
+594
2629
$456K ﹤0.01%
14,047
-376
2630
$455K ﹤0.01%
16,437
+4,410
2631
$455K ﹤0.01%
+13,390
2632
$453K ﹤0.01%
950
-8
2633
$453K ﹤0.01%
+13,919
2634
$453K ﹤0.01%
42,755
-78
2635
$452K ﹤0.01%
7,573
-1,576
2636
$451K ﹤0.01%
1,384
+595
2637
$451K ﹤0.01%
4,237
-110
2638
$451K ﹤0.01%
5,465
+1,702
2639
$451K ﹤0.01%
+6,305
2640
$451K ﹤0.01%
11,936
-1,107
2641
$450K ﹤0.01%
20,471
-177
2642
$449K ﹤0.01%
21,447
-2,552
2643
$448K ﹤0.01%
2,203
-541
2644
$448K ﹤0.01%
8,904
+4,192
2645
$448K ﹤0.01%
+17,765
2646
$447K ﹤0.01%
21,884
-311
2647
$446K ﹤0.01%
13,757
-3,186
2648
$446K ﹤0.01%
12,361
-8,732
2649
$446K ﹤0.01%
11,420
+3,045
2650
$445K ﹤0.01%
34,395
+8,393
104 105
106
107 108