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
2726
$407K ﹤0.01%
9,363
-2,717
2727
$407K ﹤0.01%
8,077
2728
$406K ﹤0.01%
8,958
-15
2729
$406K ﹤0.01%
14,091
+1,456
2730
$405K ﹤0.01%
4,432
-85
2731
$405K ﹤0.01%
17,975
+1,000
2732
$405K ﹤0.01%
16,324
+624
2733
$404K ﹤0.01%
+5,581
2734
$404K ﹤0.01%
2,343
+268
2735
$403K ﹤0.01%
14,986
+388
2736
$403K ﹤0.01%
+4,707
2737
$403K ﹤0.01%
24,994
+3,261
2738
$402K ﹤0.01%
+30,712
2739
$402K ﹤0.01%
20,345
-14,426
2740
$401K ﹤0.01%
24,941
+11,175
2741
$401K ﹤0.01%
30,847
+2,609
2742
$401K ﹤0.01%
42,469
+14,627
2743
$401K ﹤0.01%
2,092
+45
2744
$401K ﹤0.01%
205
+15
2745
$401K ﹤0.01%
22,235
+1
2746
$401K ﹤0.01%
7,452
-544
2747
$400K ﹤0.01%
8,953
-488
2748
$399K ﹤0.01%
2,639
-126
2749
$399K ﹤0.01%
15,157
+589
2750
$398K ﹤0.01%
12,425
+667
108 109
110
111 112