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
3501
$75K ﹤0.01%
+10,447
3502
$74K ﹤0.01%
20,279
+323
3503
$74K ﹤0.01%
+36,599
3504
$73K ﹤0.01%
10,409
+11
3505
$73K ﹤0.01%
37,307
+4,715
3506
$73K ﹤0.01%
16,874
-788
3507
$72K ﹤0.01%
31,445
3508
$72K ﹤0.01%
18,668
+3,000
3509
$72K ﹤0.01%
29,678
-4,083
3510
$72K ﹤0.01%
12,071
-81,452
3511
$71K ﹤0.01%
+10,548
3512
$70K ﹤0.01%
11,380
-1,250
3513
$66K ﹤0.01%
11,516
-5,387
3514
$66K ﹤0.01%
14,100
3515
$66K ﹤0.01%
13,000
+2,600
3516
$65K ﹤0.01%
24,112
-3,344
3517
$64K ﹤0.01%
+10,951
3518
$63K ﹤0.01%
17,222
-100
3519
$61K ﹤0.01%
12,161
+100
3520
$60K ﹤0.01%
4,283
+171
3521
$60K ﹤0.01%
28,796
+14,806
3522
$59K ﹤0.01%
17,806
+6,503
3523
$59K ﹤0.01%
18,435
+6,615
3524
$59K ﹤0.01%
+10,194
3525
$59K ﹤0.01%
41,873
139 140
141
142 143