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
3551
$43K ﹤0.01%
19,139
+357
3552
$41K ﹤0.01%
22,721
+7,886
3553
$40K ﹤0.01%
20,166
+9,469
3554
$40K ﹤0.01%
+286
3555
$40K ﹤0.01%
12,631
+520
3556
$39K ﹤0.01%
16,604
+62
3557
$38K ﹤0.01%
16,622
3558
$38K ﹤0.01%
+19,650
3559
$38K ﹤0.01%
+27,808
3560
$36K ﹤0.01%
48,773
-3,000
3561
$35K ﹤0.01%
23,000
3562
$34K ﹤0.01%
+4,049
3563
$32K ﹤0.01%
+13,638
3564
$31K ﹤0.01%
13,121
-200
3565
$29K ﹤0.01%
13,445
3566
$26K ﹤0.01%
10,700
3567
$25K ﹤0.01%
16,230
-4,710
3568
$25K ﹤0.01%
14,129
+2,710
3569
$25K ﹤0.01%
+15,200
3570
$25K ﹤0.01%
6,011
-2,095
3571
$24K ﹤0.01%
19,300
3572
$24K ﹤0.01%
18,970
-3,830
3573
$23K ﹤0.01%
2,336
+664
3574
$23K ﹤0.01%
21,500
3575
$22K ﹤0.01%
23,861
-501
141 142
143
144 145