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
2801
$373K ﹤0.01%
8,006
2802
$373K ﹤0.01%
104,138
-432,218
2803
$373K ﹤0.01%
36,160
+19,497
2804
$373K ﹤0.01%
14,176
+2,904
2805
$371K ﹤0.01%
1,373
-787
2806
$369K ﹤0.01%
29,233
+4,086
2807
$369K ﹤0.01%
5,009
+114
2808
$369K ﹤0.01%
43,817
-18,349
2809
$368K ﹤0.01%
4,992
+327
2810
$368K ﹤0.01%
3,508
-30
2811
$368K ﹤0.01%
16,096
-1,148
2812
$368K ﹤0.01%
+5,721
2813
$367K ﹤0.01%
20,483
-893
2814
$367K ﹤0.01%
25,882
+71
2815
$366K ﹤0.01%
8,276
+2,781
2816
$366K ﹤0.01%
37,889
+12,021
2817
$365K ﹤0.01%
7,007
+131
2818
$365K ﹤0.01%
58,388
-2,113
2819
$365K ﹤0.01%
5,002
+30
2820
$365K ﹤0.01%
1,485
2821
$364K ﹤0.01%
94,813
-73,196
2822
$363K ﹤0.01%
25,025
-25,995
2823
$363K ﹤0.01%
4,260
-1,865
2824
$362K ﹤0.01%
37,345
-2,482
2825
$361K ﹤0.01%
9,714
-203
111 112
113
114 115