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
3376
$176K ﹤0.01%
10,569
-587
3377
$174K ﹤0.01%
25,096
+754
3378
$172K ﹤0.01%
+59,047
3379
$172K ﹤0.01%
44,590
-11,718
3380
$172K ﹤0.01%
13,507
-8,087
3381
$171K ﹤0.01%
+221,850
3382
$169K ﹤0.01%
10,323
-1,668
3383
$167K ﹤0.01%
26,052
+11,562
3384
$167K ﹤0.01%
10,598
-225
3385
$167K ﹤0.01%
19,168
-7,673
3386
$166K ﹤0.01%
38,820
-400
3387
$166K ﹤0.01%
27,311
+17,147
3388
$165K ﹤0.01%
10,735
-471
3389
$165K ﹤0.01%
15,060
-3,099
3390
$165K ﹤0.01%
14,178
-1,351
3391
$165K ﹤0.01%
17,318
+2,822
3392
$164K ﹤0.01%
19,767
+5,083
3393
$164K ﹤0.01%
23,560
-16,166
3394
$163K ﹤0.01%
21,410
+151
3395
$163K ﹤0.01%
13,899
+1,517
3396
$162K ﹤0.01%
15,821
-5,552
3397
$162K ﹤0.01%
34,642
+100
3398
$162K ﹤0.01%
+10,488
3399
$160K ﹤0.01%
6,337
-363
3400
$158K ﹤0.01%
23,792
-1,619
134 135
136
137 138