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
2876
$339K ﹤0.01%
9,904
+185
2877
$338K ﹤0.01%
80,113
+36,291
2878
$337K ﹤0.01%
21,175
+165
2879
$337K ﹤0.01%
11,167
+2,136
2880
$337K ﹤0.01%
15,963
-9,037
2881
$337K ﹤0.01%
+4,630
2882
$336K ﹤0.01%
14,187
+1,372
2883
$336K ﹤0.01%
6,919
-954
2884
$336K ﹤0.01%
+12,786
2885
$336K ﹤0.01%
4,479
-68
2886
$335K ﹤0.01%
91,353
-144
2887
$335K ﹤0.01%
+2,138
2888
$335K ﹤0.01%
9,680
2889
$334K ﹤0.01%
10,952
+241
2890
$334K ﹤0.01%
1,529
+170
2891
$333K ﹤0.01%
7,953
+208
2892
$332K ﹤0.01%
52,415
+315
2893
$332K ﹤0.01%
3,793
+1,164
2894
$331K ﹤0.01%
13,496
+4,252
2895
$331K ﹤0.01%
8,075
-632
2896
$331K ﹤0.01%
30,884
-408,837
2897
$330K ﹤0.01%
3,200
-2
2898
$329K ﹤0.01%
10,774
+102
2899
$329K ﹤0.01%
2,502
+5
2900
$329K ﹤0.01%
12,405
-2,124
114 115
116
117 118