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
3576
$22K ﹤0.01%
16,352
-1
3577
$21K ﹤0.01%
16,926
+1,505
3578
$21K ﹤0.01%
+12,715
3579
$20K ﹤0.01%
21,500
-575
3580
$19K ﹤0.01%
11,250
-275
3581
$19K ﹤0.01%
+10,132
3582
$18K ﹤0.01%
15,454
-1,627
3583
$18K ﹤0.01%
11,627
-253
3584
$17K ﹤0.01%
31,790
+6,000
3585
$16K ﹤0.01%
+12,121
3586
$16K ﹤0.01%
12,961
3587
$16K ﹤0.01%
16,508
-1,500
3588
$16K ﹤0.01%
2,785
-139,544
3589
$15K ﹤0.01%
1,066
3590
$14K ﹤0.01%
20,000
3591
$14K ﹤0.01%
19,826
-100
3592
$14K ﹤0.01%
22,280
3593
$12K ﹤0.01%
1,269
-67
3594
$12K ﹤0.01%
24,905
-132,274
3595
$11K ﹤0.01%
18,000
-1,409
3596
$10K ﹤0.01%
19,121
-3,026
3597
$9K ﹤0.01%
+11,271
3598
$8K ﹤0.01%
1,571
-276
3599
$8K ﹤0.01%
700
3600
$7K ﹤0.01%
103,122
+15,000
142 143
144
145 146