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
251
$26.5M 0.08%
140,596
-7,628
252
$26.5M 0.08%
532,407
+33,328
253
$26.3M 0.08%
194,132
-14,219
254
$26.2M 0.08%
97,289
+2,678
255
$25.8M 0.08%
275,117
+4,503
256
$25.8M 0.08%
323,989
+1,019
257
$25.6M 0.08%
214,645
+45,118
258
$25.5M 0.08%
314,862
+104,705
259
$25.4M 0.08%
990,506
+193,847
260
$25.3M 0.08%
347,559
+42,650
261
$25.1M 0.08%
85,972
+4,359
262
$25M 0.08%
121,460
+7,725
263
$24.9M 0.08%
1,132,480
+56,472
264
$24.9M 0.08%
1,081,505
+198,067
265
$24.8M 0.08%
496,336
-14,829
266
$24.8M 0.08%
914,478
-143,964
267
$24.6M 0.07%
268,792
+16,638
268
$24.5M 0.07%
621,872
+50,324
269
$24.5M 0.07%
380,403
-2,133
270
$24.4M 0.07%
172,011
+2,391
271
$24M 0.07%
246,024
+237,881
272
$23.8M 0.07%
130,137
+12,547
273
$23.8M 0.07%
848,323
+168,203
274
$23.8M 0.07%
66,634
+4,106
275
$23.8M 0.07%
287,362
+21,523
9 10
11
12 13