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
2701
$418K ﹤0.01%
18,680
+8,659
2702
$417K ﹤0.01%
21,992
-6,583
2703
$417K ﹤0.01%
+17,756
2704
$417K ﹤0.01%
87,212
+7,843
2705
$417K ﹤0.01%
4,588
+1,645
2706
$417K ﹤0.01%
25,129
+4,879
2707
$416K ﹤0.01%
13,917
-1,212
2708
$416K ﹤0.01%
7,805
+2,551
2709
$415K ﹤0.01%
15,950
-4,812
2710
$415K ﹤0.01%
11,743
-34,193
2711
$413K ﹤0.01%
9,820
+1,421
2712
$412K ﹤0.01%
47,237
+1,438
2713
$412K ﹤0.01%
+6,474
2714
$412K ﹤0.01%
7,814
-7,324
2715
$412K ﹤0.01%
2,890
-153
2716
$412K ﹤0.01%
4,160
-595
2717
$412K ﹤0.01%
21,739
+1,086
2718
$410K ﹤0.01%
87,141
+1,500
2719
$409K ﹤0.01%
6,378
-3,612
2720
$409K ﹤0.01%
10,319
-7,869
2721
$409K ﹤0.01%
16,963
+1,432
2722
$409K ﹤0.01%
13,179
+2,695
2723
$408K ﹤0.01%
12,192
+40
2724
$408K ﹤0.01%
5,906
-614
2725
$408K ﹤0.01%
4,453
+1,640
107 108
109
110 111