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
2676
$430K ﹤0.01%
14,115
-116
2677
$430K ﹤0.01%
12,438
-2,852
2678
$429K ﹤0.01%
27,899
+9
2679
$429K ﹤0.01%
11,239
-2,479
2680
$429K ﹤0.01%
6,742
2681
$429K ﹤0.01%
18,179
+2,992
2682
$427K ﹤0.01%
30,093
-105,083
2683
$426K ﹤0.01%
45,346
-15,838
2684
$425K ﹤0.01%
43,897
+752
2685
$425K ﹤0.01%
16,158
-26,792
2686
$425K ﹤0.01%
2,415
+840
2687
$424K ﹤0.01%
+6,126
2688
$424K ﹤0.01%
22,943
+395
2689
$424K ﹤0.01%
163,666
-213
2690
$423K ﹤0.01%
18,027
-150
2691
$423K ﹤0.01%
+10,728
2692
$423K ﹤0.01%
26,817
-9,622
2693
$422K ﹤0.01%
19,948
+850
2694
$421K ﹤0.01%
5,865
+1,881
2695
$421K ﹤0.01%
13,212
-6,731
2696
$419K ﹤0.01%
11,615
-118
2697
$418K ﹤0.01%
18,907
+9,522
2698
$418K ﹤0.01%
2,323
-33
2699
$418K ﹤0.01%
5,810
+143
2700
$418K ﹤0.01%
1,362
+121
106 107
108
109 110