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
3601
$7K ﹤0.01%
12,186
+1,000
3602
$6K ﹤0.01%
1,150
3603
$6K ﹤0.01%
+15,684
3604
$4K ﹤0.01%
511
3605
$3K ﹤0.01%
1,000
3606
$2K ﹤0.01%
580
3607
$1K ﹤0.01%
+14,985
3608
$1K ﹤0.01%
10,550
3609
– –
-8,211
3610
– –
-10,558
3611
– –
-7,486
3612
– –
-24,278
3613
– –
-8,655
3614
– –
-26,504
3615
– –
-21,000
3616
– –
-689
3617
– –
-26,813
3618
– –
-20,099
3619
– –
-8,800
3620
– –
-17,322
3621
– –
-10,297
3622
– –
-69,904
3623
– –
-6,387
3624
– –
-35,012
3625
– –
-1,202
143 144
145
146 147