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
3176
$238K ﹤0.01%
4,952
-137
3177
$238K ﹤0.01%
1,064
-65
3178
$238K ﹤0.01%
+10,557
3179
$238K ﹤0.01%
11,804
-696
3180
$238K ﹤0.01%
+9,817
3181
$237K ﹤0.01%
+1,800
3182
$237K ﹤0.01%
11,958
-4,806
3183
$237K ﹤0.01%
32,401
+20,532
3184
$237K ﹤0.01%
21,131
+8,317
3185
$237K ﹤0.01%
8,103
-6,124
3186
$236K ﹤0.01%
+1,395
3187
$236K ﹤0.01%
4,997
+3
3188
$236K ﹤0.01%
1,554
-372
3189
$236K ﹤0.01%
5,363
-3,340
3190
$236K ﹤0.01%
11,736
-5,963
3191
$236K ﹤0.01%
166,229
-25,490
3192
$235K ﹤0.01%
13,978
+3,394
3193
$235K ﹤0.01%
8,595
-2,344
3194
$235K ﹤0.01%
9,786
+1,231
3195
$235K ﹤0.01%
15,095
-5
3196
$234K ﹤0.01%
8,223
-7,708
3197
$234K ﹤0.01%
+2,203
3198
$233K ﹤0.01%
22,520
+184
3199
$233K ﹤0.01%
3,503
3200
$233K ﹤0.01%
23,251
-2,843
126 127
128
129 130