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
2901
$328K ﹤0.01%
9,668
-486
2902
$328K ﹤0.01%
40,825
+6,718
2903
$327K ﹤0.01%
2,493
-1,051
2904
$327K ﹤0.01%
12,675
-422
2905
$326K ﹤0.01%
+6,166
2906
$326K ﹤0.01%
2,977
+493
2907
$326K ﹤0.01%
+6,622
2908
$326K ﹤0.01%
2,476
+133
2909
$326K ﹤0.01%
1,389
+40
2910
$326K ﹤0.01%
11,549
2911
$325K ﹤0.01%
25,337
-509
2912
$325K ﹤0.01%
10,080
-56,522
2913
$324K ﹤0.01%
67,847
-3,316
2914
$324K ﹤0.01%
+5,060
2915
$324K ﹤0.01%
17,558
-1,363
2916
$324K ﹤0.01%
9,065
-495
2917
$323K ﹤0.01%
179,500
+120,000
2918
$323K ﹤0.01%
3,541
+80
2919
$323K ﹤0.01%
7,123
-2,634
2920
$322K ﹤0.01%
+19,751
2921
$322K ﹤0.01%
629
-74
2922
$321K ﹤0.01%
49,069
-24,882
2923
$321K ﹤0.01%
6,730
+767
2924
$321K ﹤0.01%
38,297
+1,119
2925
$321K ﹤0.01%
+6,959
115 116
117
118 119