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
3301
$214K ﹤0.01%
+4,208
3302
$213K ﹤0.01%
+8,939
3303
$212K ﹤0.01%
7,876
-6,159
3304
$212K ﹤0.01%
2,252
-44
3305
$212K ﹤0.01%
+8,608
3306
$212K ﹤0.01%
5,181
+258
3307
$211K ﹤0.01%
15,391
+42
3308
$211K ﹤0.01%
+6,649
3309
$211K ﹤0.01%
1,883
-396
3310
$211K ﹤0.01%
+3,995
3311
$210K ﹤0.01%
21,984
+8,270
3312
$210K ﹤0.01%
+3,241
3313
$210K ﹤0.01%
+8,688
3314
$209K ﹤0.01%
9,977
-501
3315
$209K ﹤0.01%
9,615
-10,353
3316
$209K ﹤0.01%
6,091
-114
3317
$208K ﹤0.01%
+8,086
3318
$208K ﹤0.01%
2,852
-647
3319
$208K ﹤0.01%
+5,645
3320
$208K ﹤0.01%
+3,262
3321
$208K ﹤0.01%
+8,285
3322
$207K ﹤0.01%
4,548
-20,795
3323
$207K ﹤0.01%
+2,176
3324
$207K ﹤0.01%
+1,480
3325
$207K ﹤0.01%
13,773
+2,495
131 132
133
134 135