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
2651
$445K ﹤0.01%
7,259
-1,060
2652
$444K ﹤0.01%
13,657
-256
2653
$442K ﹤0.01%
8,011
-498
2654
$441K ﹤0.01%
5,908
+72
2655
$441K ﹤0.01%
3,147
-676
2656
$440K ﹤0.01%
7,732
-13
2657
$440K ﹤0.01%
7,103
+362
2658
$440K ﹤0.01%
11,532
2659
$439K ﹤0.01%
74,350
+15,050
2660
$439K ﹤0.01%
+8,698
2661
$438K ﹤0.01%
12,928
+37
2662
$437K ﹤0.01%
18,719
-691
2663
$437K ﹤0.01%
7,222
+2,072
2664
$437K ﹤0.01%
33,281
+42
2665
$437K ﹤0.01%
2,301
+95
2666
$436K ﹤0.01%
23,926
+1,300
2667
$435K ﹤0.01%
64,675
+39,675
2668
$435K ﹤0.01%
11,903
+325
2669
$435K ﹤0.01%
16,986
+419
2670
$434K ﹤0.01%
3,364
-604
2671
$432K ﹤0.01%
11,525
+2,025
2672
$432K ﹤0.01%
25,389
-889
2673
$432K ﹤0.01%
4,116
+542
2674
$431K ﹤0.01%
3,432
-396
2675
$431K ﹤0.01%
5,657
-1,173
105 106
107
108 109