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
276
$23.6M 0.07%
4,075
+4
277
$23.4M 0.07%
60,557
+3,513
278
$23.1M 0.07%
297,621
-2,621
279
$23M 0.07%
270,931
-1,625
280
$22.7M 0.07%
462,708
-72,782
281
$22.7M 0.07%
161,094
-2,961
282
$22.7M 0.07%
731,563
+22,504
283
$22.7M 0.07%
183,997
+20,870
284
$22.6M 0.07%
148,555
-19,854
285
$22.5M 0.07%
528,971
+21,841
286
$22.3M 0.07%
452,267
+1,230
287
$22.2M 0.07%
249,157
-41,294
288
$22.1M 0.07%
201,553
+1,200
289
$22M 0.07%
191,059
+7,292
290
$22M 0.07%
323,208
+44,461
291
$22M 0.07%
445,675
-22,599
292
$21.7M 0.07%
306,630
+15,306
293
$21.6M 0.07%
39,701
+6,954
294
$21.4M 0.07%
77,343
-17,639
295
$21.4M 0.07%
160,347
+7,940
296
$21.4M 0.07%
442,839
+48,227
297
$21.2M 0.06%
650,439
+38,487
298
$21.1M 0.06%
290,122
+173,600
299
$21M 0.06%
1,179,285
+4,254
300
$20.9M 0.06%
822,291
+775,600
10 11
12
13 14