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
3201
$233K ﹤0.01%
4,516
-69
3202
$233K ﹤0.01%
1,472
-5,329
3203
$233K ﹤0.01%
5,699
+33
3204
$233K ﹤0.01%
3,675
-3,254
3205
$232K ﹤0.01%
+8,343
3206
$232K ﹤0.01%
3,259
-238
3207
$232K ﹤0.01%
3,071
-20
3208
$232K ﹤0.01%
+7,832
3209
$231K ﹤0.01%
2,658
+179
3210
$231K ﹤0.01%
3,910
+140
3211
$231K ﹤0.01%
+1,622
3212
$231K ﹤0.01%
+18,547
3213
$231K ﹤0.01%
7,665
+14
3214
$231K ﹤0.01%
24,011
-9,573
3215
$231K ﹤0.01%
+2,121
3216
$231K ﹤0.01%
28,201
-2,557
3217
$230K ﹤0.01%
+562
3218
$230K ﹤0.01%
+5,282
3219
$230K ﹤0.01%
+7,960
3220
$230K ﹤0.01%
+3,203
3221
$230K ﹤0.01%
4,263
-577
3222
$230K ﹤0.01%
6,348
-172
3223
$230K ﹤0.01%
114,142
+98,320
3224
$230K ﹤0.01%
+11,081
3225
$229K ﹤0.01%
2,414
-1,764
127 128
129
130 131