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
3451
$115K ﹤0.01%
20,890
3452
$114K ﹤0.01%
11,689
-314
3453
$114K ﹤0.01%
+20,240
3454
$114K ﹤0.01%
33,898
+500
3455
$112K ﹤0.01%
26,105
+1,391
3456
$112K ﹤0.01%
20,693
-2,173
3457
$112K ﹤0.01%
12,950
+1,274
3458
$112K ﹤0.01%
18,034
+322
3459
$111K ﹤0.01%
41,350
-670
3460
$111K ﹤0.01%
+18,158
3461
$110K ﹤0.01%
10,146
-1,264
3462
$109K ﹤0.01%
21,880
+238
3463
$108K ﹤0.01%
93,240
+2,500
3464
$106K ﹤0.01%
19,454
+3,900
3465
$105K ﹤0.01%
+12,000
3466
$104K ﹤0.01%
18,269
-6,963
3467
$104K ﹤0.01%
58,250
-1,500
3468
$103K ﹤0.01%
78,336
-444
3469
$102K ﹤0.01%
+10,729
3470
$102K ﹤0.01%
11,752
+409
3471
$101K ﹤0.01%
14,076
-640
3472
$101K ﹤0.01%
+168,800
3473
$101K ﹤0.01%
13,863
-415
3474
$96K ﹤0.01%
17,787
-58,409
3475
$94K ﹤0.01%
+198,150
137 138
139
140 141