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
2951
$309K ﹤0.01%
14,340
+597
2952
$309K ﹤0.01%
+43,020
2953
$308K ﹤0.01%
11,412
-140
2954
$307K ﹤0.01%
5,771
+1,007
2955
$307K ﹤0.01%
+2,800
2956
$307K ﹤0.01%
+14,840
2957
$307K ﹤0.01%
+11,209
2958
$307K ﹤0.01%
18,231
+955
2959
$306K ﹤0.01%
17,297
-1,123
2960
$306K ﹤0.01%
39,348
+8
2961
$306K ﹤0.01%
3,559
+77
2962
$305K ﹤0.01%
+3,101
2963
$305K ﹤0.01%
4,518
+67
2964
$305K ﹤0.01%
2,214
+20
2965
$305K ﹤0.01%
13,863
-319
2966
$304K ﹤0.01%
11,351
-17,908
2967
$304K ﹤0.01%
+6,944
2968
$303K ﹤0.01%
+41,993
2969
$303K ﹤0.01%
15,594
+57
2970
$303K ﹤0.01%
68,745
-9,400
2971
$302K ﹤0.01%
8,685
-36,665
2972
$301K ﹤0.01%
18,190
-2,480
2973
$301K ﹤0.01%
3,150
-128
2974
$301K ﹤0.01%
41,226
+951
2975
$301K ﹤0.01%
+1,412
117 118
119
120 121