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
2851
$351K ﹤0.01%
16,887
-6,185
2852
$350K ﹤0.01%
18,240
+4,041
2853
$349K ﹤0.01%
8,419
2854
$349K ﹤0.01%
6,955
-541
2855
$349K ﹤0.01%
+3,255
2856
$349K ﹤0.01%
1,037
+2
2857
$348K ﹤0.01%
111,678
-1,002,850
2858
$348K ﹤0.01%
12,784
+75
2859
$347K ﹤0.01%
10,842
-2,770
2860
$347K ﹤0.01%
59,542
-6,398
2861
$347K ﹤0.01%
25,500
2862
$347K ﹤0.01%
19,392
+11
2863
$346K ﹤0.01%
11,052
+62
2864
$346K ﹤0.01%
3,337
-489
2865
$346K ﹤0.01%
4,903
-16
2866
$345K ﹤0.01%
1,906
+175
2867
$344K ﹤0.01%
+6,015
2868
$344K ﹤0.01%
6,382
-2,654
2869
$343K ﹤0.01%
3,702
+510
2870
$343K ﹤0.01%
24,114
+214
2871
$342K ﹤0.01%
5,752
-96
2872
$341K ﹤0.01%
+9,400
2873
$340K ﹤0.01%
33,279
+2,014
2874
$339K ﹤0.01%
+6,470
2875
$339K ﹤0.01%
24,819
-4,600
113 114
115
116 117