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
3326
$207K ﹤0.01%
+6,117
3327
$207K ﹤0.01%
+6,134
3328
$206K ﹤0.01%
7,220
-836
3329
$206K ﹤0.01%
4,958
-10
3330
$205K ﹤0.01%
2,538
-294
3331
$205K ﹤0.01%
+7,296
3332
$205K ﹤0.01%
4,812
+115
3333
$204K ﹤0.01%
6,358
-1,071
3334
$204K ﹤0.01%
5,734
-293
3335
$204K ﹤0.01%
+5,114
3336
$204K ﹤0.01%
+5,260
3337
$203K ﹤0.01%
2,121
-572
3338
$203K ﹤0.01%
+4,438
3339
$203K ﹤0.01%
26,389
-1,368
3340
$203K ﹤0.01%
6,506
-340
3341
$202K ﹤0.01%
+1,800
3342
$202K ﹤0.01%
25,994
+251
3343
$202K ﹤0.01%
+3,748
3344
$202K ﹤0.01%
6,061
-2,289
3345
$201K ﹤0.01%
19,690
+60
3346
$201K ﹤0.01%
+2,805
3347
$201K ﹤0.01%
5,230
-500
3348
$200K ﹤0.01%
+6,506
3349
$199K ﹤0.01%
19,419
-593
3350
$197K ﹤0.01%
23,173
+2,138
132 133
134
135 136