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
2926
$320K ﹤0.01%
14,756
+2,100
2927
$320K ﹤0.01%
11,370
-2,536
2928
$319K ﹤0.01%
5,864
+57
2929
$319K ﹤0.01%
3,300
-159
2930
$319K ﹤0.01%
1,875
-64
2931
$319K ﹤0.01%
10,345
2932
$318K ﹤0.01%
11,555
-754
2933
$318K ﹤0.01%
78,901
+2,192
2934
$317K ﹤0.01%
+14,729
2935
$317K ﹤0.01%
35,175
+8,306
2936
$316K ﹤0.01%
29,307
+1,601
2937
$316K ﹤0.01%
10,010
-1,504
2938
$316K ﹤0.01%
4,423
-820
2939
$316K ﹤0.01%
+14,705
2940
$315K ﹤0.01%
+10,933
2941
$314K ﹤0.01%
+15,952
2942
$313K ﹤0.01%
6,648
-753
2943
$313K ﹤0.01%
2,875
-495
2944
$313K ﹤0.01%
28,367
2945
$312K ﹤0.01%
12,082
+3,017
2946
$311K ﹤0.01%
4,095
-498
2947
$311K ﹤0.01%
37,351
+1,512
2948
$310K ﹤0.01%
4,447
-106
2949
$310K ﹤0.01%
12,915
-15
2950
$310K ﹤0.01%
19,308
+7,544
116 117
118
119 120