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
2751
$398K ﹤0.01%
+8,584
2752
$397K ﹤0.01%
11,810
+244
2753
$397K ﹤0.01%
4,026
+388
2754
$397K ﹤0.01%
35,716
-11,211
2755
$396K ﹤0.01%
9,701
+2,639
2756
$396K ﹤0.01%
34,674
+5,149
2757
$396K ﹤0.01%
157,679
-25,087
2758
$396K ﹤0.01%
13,443
-312
2759
$395K ﹤0.01%
13,361
-2,549
2760
$395K ﹤0.01%
1,445
-440
2761
$395K ﹤0.01%
7,285
+394
2762
$395K ﹤0.01%
4,384
-230
2763
$394K ﹤0.01%
9,025
+11
2764
$393K ﹤0.01%
+18,115
2765
$393K ﹤0.01%
7,016
2766
$393K ﹤0.01%
14,431
-3,017
2767
$392K ﹤0.01%
373,422
+3,973
2768
$392K ﹤0.01%
+117,191
2769
$391K ﹤0.01%
39,567
-8,318
2770
$390K ﹤0.01%
10,998
+4,308
2771
$390K ﹤0.01%
+18,109
2772
$389K ﹤0.01%
176,604
+90,888
2773
$389K ﹤0.01%
3,514
-377
2774
$389K ﹤0.01%
18,235
+4,744
2775
$387K ﹤0.01%
+10,058
109 110
111
112 113