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
3476
$92K ﹤0.01%
41,831
-47,128
3477
$92K ﹤0.01%
36,997
-31,255
3478
$91K ﹤0.01%
16,268
-10,102
3479
$90K ﹤0.01%
12,252
3480
$90K ﹤0.01%
14,067
+3,440
3481
$88K ﹤0.01%
12,683
-18,569
3482
$87K ﹤0.01%
+10,316
3483
$86K ﹤0.01%
25,872
+84
3484
$86K ﹤0.01%
12,252
-880
3485
$85K ﹤0.01%
14,302
3486
$84K ﹤0.01%
+3,991
3487
$83K ﹤0.01%
+51,040
3488
$83K ﹤0.01%
26,311
-520
3489
$82K ﹤0.01%
28,023
+1,099
3490
$81K ﹤0.01%
14,802
+1,491
3491
$81K ﹤0.01%
13,313
-69,852
3492
$81K ﹤0.01%
46,949
+1,072
3493
$81K ﹤0.01%
12,711
-1,985
3494
$81K ﹤0.01%
41,401
+15,661
3495
$81K ﹤0.01%
3,646
3496
$79K ﹤0.01%
18,742
-13,715
3497
$77K ﹤0.01%
51,786
-150,601
3498
$76K ﹤0.01%
38,867
3499
$75K ﹤0.01%
38,235
+440
3500
$75K ﹤0.01%
32,575
+9,500
138 139
140
141 142