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
3126
$253K ﹤0.01%
2,461
-3,319
3127
$253K ﹤0.01%
7,708
-650
3128
$252K ﹤0.01%
4,658
+2
3129
$252K ﹤0.01%
5,156
-2,818
3130
$252K ﹤0.01%
+16,668
3131
$251K ﹤0.01%
13,515
+3,206
3132
$251K ﹤0.01%
+6,497
3133
$250K ﹤0.01%
14,503
+4,213
3134
$250K ﹤0.01%
+6,530
3135
$250K ﹤0.01%
27,432
3136
$250K ﹤0.01%
+10,409
3137
$249K ﹤0.01%
1,259
+71
3138
$249K ﹤0.01%
557
+28
3139
$249K ﹤0.01%
27,490
-26,310
3140
$248K ﹤0.01%
+9,938
3141
$248K ﹤0.01%
+4,198
3142
$248K ﹤0.01%
5,650
3143
$248K ﹤0.01%
443,000
-10,001
3144
$248K ﹤0.01%
+7,721
3145
$248K ﹤0.01%
+11,223
3146
$247K ﹤0.01%
14,883
-85
3147
$247K ﹤0.01%
24,111
-67,128
3148
$247K ﹤0.01%
3,364
-189
3149
$247K ﹤0.01%
+8,508
3150
$246K ﹤0.01%
+2,837
124 125
126
127 128