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
2976
$300K ﹤0.01%
+1,655
2977
$300K ﹤0.01%
+4,442
2978
$299K ﹤0.01%
+19,200
2979
$299K ﹤0.01%
3,948
-476
2980
$299K ﹤0.01%
1,938
+247
2981
$299K ﹤0.01%
6,829
-1,324
2982
$299K ﹤0.01%
8,166
+122
2983
$298K ﹤0.01%
13,414
-1,485
2984
$298K ﹤0.01%
221,300
-51,356
2985
$298K ﹤0.01%
+8,415
2986
$297K ﹤0.01%
+6,438
2987
$296K ﹤0.01%
1,566
-8
2988
$296K ﹤0.01%
8,613
+98
2989
$296K ﹤0.01%
1,881
-9
2990
$296K ﹤0.01%
+7,768
2991
$295K ﹤0.01%
23,464
+5,495
2992
$295K ﹤0.01%
+996
2993
$295K ﹤0.01%
23,102
+361
2994
$294K ﹤0.01%
5,266
-1,103
2995
$294K ﹤0.01%
33,802
-33,375
2996
$294K ﹤0.01%
5,373
+1,233
2997
$294K ﹤0.01%
+4,264
2998
$293K ﹤0.01%
9,654
2999
$293K ﹤0.01%
11,956
-2,862
3000
$293K ﹤0.01%
6,338
+855
118 119
120
121 122