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
3526
$58K ﹤0.01%
16,323
+1
3527
$58K ﹤0.01%
+26,321
3528
$58K ﹤0.01%
27,967
+100
3529
$57K ﹤0.01%
21,021
+6,140
3530
$57K ﹤0.01%
+19,669
3531
$56K ﹤0.01%
23,321
+200
3532
$55K ﹤0.01%
20,950
+3,000
3533
$55K ﹤0.01%
81,000
3534
$55K ﹤0.01%
16,428
-21,046
3535
$55K ﹤0.01%
23,690
+200
3536
$52K ﹤0.01%
17,500
3537
$51K ﹤0.01%
12,750
+2,582
3538
$50K ﹤0.01%
+77,256
3539
$49K ﹤0.01%
18,741
-25
3540
$48K ﹤0.01%
17,261
-1,250
3541
$48K ﹤0.01%
+17,078
3542
$46K ﹤0.01%
25,000
3543
$46K ﹤0.01%
11,830
+132
3544
$46K ﹤0.01%
15,418
+4,319
3545
$46K ﹤0.01%
21,914
+2,864
3546
$45K ﹤0.01%
23,526
-2,332
3547
$45K ﹤0.01%
21,293
+1,004
3548
$43K ﹤0.01%
4,250
+3,500
3549
$43K ﹤0.01%
+14,875
3550
$43K ﹤0.01%
16,319
-1,196
140 141
142
143 144