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
326
$19.2M 0.06%
55,890
+1,009
327
$19.1M 0.06%
116,111
-7,212
328
$19M 0.06%
210,875
+6,489
329
$19M 0.06%
98,857
+4,514
330
$18.9M 0.06%
851,115
-23,673
331
$18.9M 0.06%
1,131,688
-152,495
332
$18.8M 0.06%
915,236
+130,979
333
$18.7M 0.06%
70,184
+1,397
334
$18.7M 0.06%
216,414
+44,260
335
$18.7M 0.06%
95,308
+3,028
336
$18.7M 0.06%
88,422
-3,817
337
$18.6M 0.06%
982,091
+136,625
338
$18.6M 0.06%
316,189
-4,829
339
$18.5M 0.06%
104,956
-917
340
$18.5M 0.06%
59,894
+2,952
341
$18.5M 0.06%
556,286
+174,020
342
$18.4M 0.06%
156,934
+530
343
$18.3M 0.06%
378,691
+145,899
344
$18.2M 0.06%
620,649
+94,016
345
$18.2M 0.06%
87,740
-3,481
346
$18.2M 0.06%
923,717
+121,303
347
$18.1M 0.05%
162,846
-27,927
348
$17.9M 0.05%
835,275
-49,670
349
$17.9M 0.05%
386,312
-75,830
350
$17.8M 0.05%
120,860
-8,808
12 13
14
15 16