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
3251
$223K ﹤0.01%
+6,640
3252
$223K ﹤0.01%
6,628
+85
3253
$223K ﹤0.01%
9,975
+77
3254
$223K ﹤0.01%
+9,434
3255
$223K ﹤0.01%
6,191
+483
3256
$222K ﹤0.01%
6,333
+486
3257
$222K ﹤0.01%
57,948
3258
$222K ﹤0.01%
+3,292
3259
$222K ﹤0.01%
+2,904
3260
$222K ﹤0.01%
6,596
3261
$221K ﹤0.01%
3,174
-28,489
3262
$221K ﹤0.01%
+70,561
3263
$221K ﹤0.01%
+19,789
3264
$221K ﹤0.01%
+2,833
3265
$221K ﹤0.01%
+655
3266
$220K ﹤0.01%
+1,158
3267
$220K ﹤0.01%
19,100
-10,163
3268
$220K ﹤0.01%
+4,151
3269
$219K ﹤0.01%
+1,399
3270
$219K ﹤0.01%
1,945
-335
3271
$219K ﹤0.01%
+3,989
3272
$219K ﹤0.01%
24,223
-1,484
3273
$219K ﹤0.01%
+4,896
3274
$219K ﹤0.01%
+6,871
3275
$219K ﹤0.01%
+5,353
129 130
131
132 133