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
2776
$386K ﹤0.01%
+9,566
2777
$385K ﹤0.01%
6,968
-6,743
2778
$385K ﹤0.01%
+37,048
2779
$385K ﹤0.01%
30,376
-134
2780
$384K ﹤0.01%
26,577
-10,786
2781
$384K ﹤0.01%
44,662
-3,196
2782
$382K ﹤0.01%
19,604
-36
2783
$382K ﹤0.01%
8,136
-388
2784
$382K ﹤0.01%
4,042
-2,126
2785
$381K ﹤0.01%
5,600
-479
2786
$381K ﹤0.01%
17,548
-1,350
2787
$379K ﹤0.01%
7,904
-455
2788
$378K ﹤0.01%
2,618
+525
2789
$377K ﹤0.01%
1,601
+39
2790
$377K ﹤0.01%
9,481
+74
2791
$377K ﹤0.01%
17,850
+3,614
2792
$376K ﹤0.01%
13,247
-249
2793
$376K ﹤0.01%
37,388
+8,400
2794
$375K ﹤0.01%
1,238
+90
2795
$374K ﹤0.01%
24,703
+800
2796
$374K ﹤0.01%
6,557
+640
2797
$374K ﹤0.01%
14,609
-86
2798
$374K ﹤0.01%
15,614
-2,317
2799
$374K ﹤0.01%
11,949
+5
2800
$374K ﹤0.01%
+14,941
110 111
112
113 114