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
3051
$277K ﹤0.01%
3,153
-236
3052
$276K ﹤0.01%
62,931
-21,544
3053
$276K ﹤0.01%
7,725
-125
3054
$275K ﹤0.01%
4,425
+700
3055
$274K ﹤0.01%
+7,079
3056
$274K ﹤0.01%
8,198
-453
3057
$274K ﹤0.01%
12,422
-2,893
3058
$274K ﹤0.01%
5,107
-249
3059
$273K ﹤0.01%
10,308
+485
3060
$273K ﹤0.01%
33,660
+1,272
3061
$272K ﹤0.01%
3,816
+922
3062
$272K ﹤0.01%
6,111
+250
3063
$272K ﹤0.01%
+10,056
3064
$271K ﹤0.01%
10,154
-1,898
3065
$271K ﹤0.01%
1,863
+119
3066
$271K ﹤0.01%
17,610
3067
$271K ﹤0.01%
+14,170
3068
$270K ﹤0.01%
3,390
+495
3069
$270K ﹤0.01%
+11,904
3070
$270K ﹤0.01%
7,881
-35
3071
$270K ﹤0.01%
8,559
+64
3072
$269K ﹤0.01%
15,057
-1,368
3073
$269K ﹤0.01%
+10,143
3074
$267K ﹤0.01%
6,126
-2,302
3075
$267K ﹤0.01%
2,701
+185
121 122
123
124 125