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
3276
$219K ﹤0.01%
+8,757
3277
$219K ﹤0.01%
+6,850
3278
$218K ﹤0.01%
+1,855
3279
$218K ﹤0.01%
8,184
+60
3280
$218K ﹤0.01%
3,501
-1,162
3281
$218K ﹤0.01%
+36,591
3282
$218K ﹤0.01%
4,955
-11,262
3283
$218K ﹤0.01%
5,002
-1,725
3284
$218K ﹤0.01%
15,843
-1,660
3285
$217K ﹤0.01%
1,346
-30
3286
$217K ﹤0.01%
7,007
-327
3287
$217K ﹤0.01%
23,172
+3,446
3288
$217K ﹤0.01%
+8,471
3289
$216K ﹤0.01%
+7,107
3290
$216K ﹤0.01%
10,629
-799
3291
$215K ﹤0.01%
10,855
+55
3292
$214K ﹤0.01%
+9,170
3293
$214K ﹤0.01%
11,405
-2,317
3294
$214K ﹤0.01%
15,623
+1,832
3295
$214K ﹤0.01%
+2,965
3296
$214K ﹤0.01%
3,000
-15
3297
$214K ﹤0.01%
+5,460
3298
$214K ﹤0.01%
+8,067
3299
$214K ﹤0.01%
2,923
+117
3300
$214K ﹤0.01%
+3,895
130 131
132
133 134