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
3226
$229K ﹤0.01%
11,162
-2,150
3227
$229K ﹤0.01%
8,834
+85
3228
$228K ﹤0.01%
5,744
-3,066
3229
$228K ﹤0.01%
38,065
+2,605
3230
$228K ﹤0.01%
+7,179
3231
$227K ﹤0.01%
4,118
+81
3232
$227K ﹤0.01%
25,652
+2,697
3233
$227K ﹤0.01%
+5,440
3234
$227K ﹤0.01%
10,833
-1,582
3235
$226K ﹤0.01%
7,521
-1,900
3236
$226K ﹤0.01%
+557
3237
$226K ﹤0.01%
39,384
-4,712
3238
$225K ﹤0.01%
+9,017
3239
$225K ﹤0.01%
+9,212
3240
$225K ﹤0.01%
11,380
-454
3241
$225K ﹤0.01%
+9,872
3242
$225K ﹤0.01%
+2,513
3243
$224K ﹤0.01%
+10,152
3244
$224K ﹤0.01%
5,682
-1,122
3245
$224K ﹤0.01%
+24,100
3246
$224K ﹤0.01%
5,785
-441
3247
$224K ﹤0.01%
+10,223
3248
$223K ﹤0.01%
19,014
+8,153
3249
$223K ﹤0.01%
5,195
-324
3250
$223K ﹤0.01%
+1,611
128 129
130
131 132