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
3626
– –
-1,934
3627
– –
-4,671
3628
– –
-15,456
3629
– –
-146,201
3630
– –
-13,703
3631
– –
-44,907
3632
– –
-54,365
3633
– –
-4,981
3634
– –
-10,380
3635
– –
-27,251
3636
– –
-61,479
3637
– –
-1,602
3638
– –
-7,644
3639
– –
-6,054
3640
– –
-17,417
3641
– –
-43,745
3642
– –
-51,041
3643
– –
-28,246
3644
– –
-5,666
3645
– –
-4,605
3646
– –
-5,196
3647
– –
-12,555
3648
– –
-10,309
3649
– –
-5,475
3650
– –
-7,933
144 145
146
147 148