Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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 11.86%
2 Financials 5.23%
3 Consumer Discretionary 3.7%
4 Communication Services 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
$246K ﹤0.01%
+2,837
3152
$246K ﹤0.01%
15,456
+4,137
3153
$246K ﹤0.01%
+8,410
3154
$246K ﹤0.01%
14,558
-631
3155
$246K ﹤0.01%
4,367
-316
3156
$245K ﹤0.01%
11,825
-780
3157
$245K ﹤0.01%
8,363
-34,593
3158
$245K ﹤0.01%
48,627
+24,887
3159
$244K ﹤0.01%
9,404
-1,446
3160
$244K ﹤0.01%
10,319
-144
3161
$244K ﹤0.01%
21,525
+277
3162
$243K ﹤0.01%
18,733
-3,225
3163
$243K ﹤0.01%
20,643
+1,308
3164
$243K ﹤0.01%
6,396
+57
3165
$243K ﹤0.01%
+4,750
3166
$242K ﹤0.01%
3,777
+216
3167
$242K ﹤0.01%
+4,167
3168
$241K ﹤0.01%
2,576
3169
$241K ﹤0.01%
5,702
-21,704
3170
$240K ﹤0.01%
76,257
-3,700
3171
$240K ﹤0.01%
54,759
-3,445
3172
$239K ﹤0.01%
15,005
+1,713
3173
$238K ﹤0.01%
+9,817
3174
$238K ﹤0.01%
11,804
-696
3175
$238K ﹤0.01%
+10,557
125 126
127
128 129