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
301
$20.8M 0.06%
156,768
-1,317
302
$20.7M 0.06%
189,374
+30,454
303
$20.7M 0.06%
19,688
+517
304
$20.6M 0.06%
229,709
-4,688
305
$20.5M 0.06%
389,078
+181,050
306
$20.4M 0.06%
334,383
-24,098
307
$20.4M 0.06%
550,661
+171,755
308
$20.4M 0.06%
288,797
+29,559
309
$20.2M 0.06%
397,918
+89,368
310
$20.2M 0.06%
195,859
+42,717
311
$20.1M 0.06%
442,957
+28,437
312
$20M 0.06%
476,260
+7,935
313
$20M 0.06%
264,052
+50,761
314
$20M 0.06%
456,058
+87,107
315
$19.9M 0.06%
382,892
-162,942
316
$19.9M 0.06%
105,336
+484
317
$19.8M 0.06%
331,469
+18,350
318
$19.6M 0.06%
824,864
+133,769
319
$19.6M 0.06%
180,310
-28,660
320
$19.5M 0.06%
193,306
+26,363
321
$19.4M 0.06%
91,206
+3,005
322
$19.4M 0.06%
126,428
-1,044
323
$19.3M 0.06%
85,992
+9,291
324
$19.3M 0.06%
299,710
+21,425
325
$19.2M 0.06%
693,618
+107,088
11 12
13
14 15