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
3101
$260K ﹤0.01%
3,753
+755
3102
$260K ﹤0.01%
4,217
3103
$260K ﹤0.01%
88,943
+3,738
3104
$260K ﹤0.01%
10,033
+540
3105
$260K ﹤0.01%
26,285
+4,871
3106
$259K ﹤0.01%
4,763
-231
3107
$259K ﹤0.01%
37,894
+2,012
3108
$259K ﹤0.01%
1,376
-12
3109
$258K ﹤0.01%
5,524
-410
3110
$257K ﹤0.01%
+2,659
3111
$257K ﹤0.01%
+6,273
3112
$257K ﹤0.01%
5,338
+618
3113
$256K ﹤0.01%
121,315
+2,730
3114
$256K ﹤0.01%
10,220
+186
3115
$256K ﹤0.01%
4,648
3116
$256K ﹤0.01%
9,292
-7,056
3117
$255K ﹤0.01%
10,572
-431
3118
$255K ﹤0.01%
+3,455
3119
$255K ﹤0.01%
10,682
-2,596
3120
$254K ﹤0.01%
+5,387
3121
$253K ﹤0.01%
11,579
3122
$253K ﹤0.01%
3,109
-515
3123
$253K ﹤0.01%
+2,266
3124
$253K ﹤0.01%
13,425
+94
3125
$253K ﹤0.01%
26,683
+5,488
123 124
125
126 127