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
3351
$193K ﹤0.01%
+13,828
3352
$192K ﹤0.01%
19,318
-162
3353
$192K ﹤0.01%
150,065
+18,345
3354
$191K ﹤0.01%
4,688
+658
3355
$191K ﹤0.01%
+10,310
3356
$190K ﹤0.01%
+12,022
3357
$190K ﹤0.01%
21,865
-17,873
3358
$189K ﹤0.01%
17,314
-8,023
3359
$188K ﹤0.01%
15,049
-17,511
3360
$187K ﹤0.01%
36,428
+3,375
3361
$187K ﹤0.01%
42,681
-36,391
3362
$187K ﹤0.01%
311,260
+158,490
3363
$186K ﹤0.01%
18,205
-205
3364
$185K ﹤0.01%
16,476
-3,359
3365
$184K ﹤0.01%
20,003
-228,136
3366
$183K ﹤0.01%
+11,994
3367
$183K ﹤0.01%
+17,251
3368
$182K ﹤0.01%
31,548
-333
3369
$180K ﹤0.01%
17,898
-91,617
3370
$180K ﹤0.01%
+11,087
3371
$179K ﹤0.01%
39,070
+713
3372
$179K ﹤0.01%
10,928
-4,564
3373
$179K ﹤0.01%
15,900
-30,127
3374
$178K ﹤0.01%
30,193
+981
3375
$176K ﹤0.01%
16,965
+654
133 134
135
136 137