Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $38.8B
1-Year Est. Return 21.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.92%
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 11.86%
2 Financials 5.23%
3 Consumer Discretionary 3.7%
4 Communication Services 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3701
– –
-49,377
3702
– –
-10,757
3703
– –
-6,200
3704
– –
-18,372
3705
– –
-14,762
3706
– –
-10,191
3707
– –
-5,643
3708
– –
-10,000
3709
– –
-10,000
3710
– –
-24,451
3711
– –
-2,684
3712
– –
-10,112
3713
– –
-15,464
3714
– –
-11,833
3715
– –
-10,760
3716
– –
-12,414
3717
– –
-12,889
3718
– –
-11,777
3719
– –
-10,671
3720
– –
-10,241
3721
– –
-73,519
3722
– –
-13,612
3723
– –
-18,000
3724
– –
-18,971
3725
– –
-4,020
147 148
149
150 151