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
3026
$285K ﹤0.01%
4,066
-2,171
3027
$284K ﹤0.01%
463,758
+414,669
3028
$284K ﹤0.01%
3,913
+178
3029
$284K ﹤0.01%
11,418
-2,067
3030
$283K ﹤0.01%
6,316
-15,936
3031
$283K ﹤0.01%
13,344
-917
3032
$283K ﹤0.01%
10,751
+1,879
3033
$283K ﹤0.01%
1,093
-8
3034
$282K ﹤0.01%
6,227
+61
3035
$282K ﹤0.01%
+10,509
3036
$282K ﹤0.01%
6,275
-419
3037
$282K ﹤0.01%
5,202
-756
3038
$282K ﹤0.01%
+4,910
3039
$281K ﹤0.01%
12,180
3040
$280K ﹤0.01%
206,265
-115,020
3041
$280K ﹤0.01%
8,767
-1,642
3042
$280K ﹤0.01%
+1,542
3043
$279K ﹤0.01%
+6,012
3044
$279K ﹤0.01%
10,547
-9,209
3045
$278K ﹤0.01%
50,506
+1,000
3046
$278K ﹤0.01%
4,786
-2,823
3047
$278K ﹤0.01%
52,563
-1,580
3048
$278K ﹤0.01%
3,843
-28
3049
$277K ﹤0.01%
2,337
+323
3050
$277K ﹤0.01%
1,082
-1,056
120 121
122
123 124