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
2826
$361K ﹤0.01%
3,124
+637
2827
$361K ﹤0.01%
22,901
+662
2828
$360K ﹤0.01%
22,123
-17,253
2829
$360K ﹤0.01%
24,584
-16,244
2830
$360K ﹤0.01%
12,884
+900
2831
$359K ﹤0.01%
7,326
-1,415
2832
$359K ﹤0.01%
+1,471
2833
$359K ﹤0.01%
+18,702
2834
$359K ﹤0.01%
13,566
-16,155
2835
$358K ﹤0.01%
4,858
+1,719
2836
$358K ﹤0.01%
236,890
+212,890
2837
$357K ﹤0.01%
10,861
+3,207
2838
$357K ﹤0.01%
7,819
-2,272
2839
$357K ﹤0.01%
8,283
+108
2840
$357K ﹤0.01%
+33,120
2841
$356K ﹤0.01%
32,599
-6,318
2842
$355K ﹤0.01%
4,295
-150
2843
$355K ﹤0.01%
9,343
+3,385
2844
$355K ﹤0.01%
68,569
-4,542
2845
$355K ﹤0.01%
38,411
-11,808
2846
$354K ﹤0.01%
9,789
+2,115
2847
$353K ﹤0.01%
11,323
2848
$353K ﹤0.01%
3,181
-504
2849
$352K ﹤0.01%
3,307
2850
$351K ﹤0.01%
14,146
+1,770
112 113
114
115 116