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
3426
$142K ﹤0.01%
19,083
+5,077
3427
$141K ﹤0.01%
+39,643
3428
$141K ﹤0.01%
33,300
-1,547
3429
$139K ﹤0.01%
10,842
+320
3430
$139K ﹤0.01%
10,605
-2,262
3431
$139K ﹤0.01%
12,355
-425
3432
$137K ﹤0.01%
+29,978
3433
$136K ﹤0.01%
21,673
3434
$136K ﹤0.01%
103,111
+1
3435
$134K ﹤0.01%
11,456
-144
3436
$133K ﹤0.01%
21,211
-5,955
3437
$132K ﹤0.01%
18,689
-80
3438
$129K ﹤0.01%
+10,765
3439
$128K ﹤0.01%
10,209
+10
3440
$128K ﹤0.01%
13,311
+20
3441
$128K ﹤0.01%
23,935
3442
$127K ﹤0.01%
16,360
-7,612
3443
$127K ﹤0.01%
29,644
-883
3444
$127K ﹤0.01%
10,062
3445
$127K ﹤0.01%
13,427
-231
3446
$127K ﹤0.01%
10,938
-15,628
3447
$126K ﹤0.01%
+13,682
3448
$121K ﹤0.01%
18,640
+1,781
3449
$118K ﹤0.01%
11,736
3450
$118K ﹤0.01%
13,171
136 137
138
139 140