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
3401
$157K ﹤0.01%
13,249
+431
3402
$156K ﹤0.01%
43,299
+7,798
3403
$156K ﹤0.01%
18,772
3404
$155K ﹤0.01%
26,705
-92
3405
$155K ﹤0.01%
10,755
-797
3406
$154K ﹤0.01%
15,631
+1,985
3407
$154K ﹤0.01%
12,385
+405
3408
$153K ﹤0.01%
18,090
3409
$153K ﹤0.01%
22,344
-13,628
3410
$152K ﹤0.01%
18,594
-5,972
3411
$151K ﹤0.01%
+12,904
3412
$150K ﹤0.01%
20,585
+85
3413
$150K ﹤0.01%
34,226
+1,083
3414
$149K ﹤0.01%
+10,726
3415
$149K ﹤0.01%
24,802
-76
3416
$147K ﹤0.01%
175,447
3417
$147K ﹤0.01%
13,946
-273
3418
$147K ﹤0.01%
11,304
-112
3419
$147K ﹤0.01%
13,923
-5,988
3420
$146K ﹤0.01%
10,276
+137
3421
$146K ﹤0.01%
32,242
+386
3422
$144K ﹤0.01%
12,270
-748
3423
$144K ﹤0.01%
38,522
-10,733
3424
$143K ﹤0.01%
11,358
-9,309
3425
$143K ﹤0.01%
40,000
-2,000
135 136
137
138 139