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
351
$17.8M 0.05%
468,485
-310,164
352
$17.7M 0.05%
219,297
+41
353
$17.6M 0.05%
318,157
-164
354
$17.6M 0.05%
197,306
-11,909
355
$17.6M 0.05%
142,527
+19,096
356
$17.4M 0.05%
329,205
+29,193
357
$17.4M 0.05%
141,817
+13,029
358
$17.3M 0.05%
89,507
+9,696
359
$17.3M 0.05%
488,119
-34,762
360
$17.3M 0.05%
520,774
+107,151
361
$17.2M 0.05%
649,420
-343,892
362
$17.1M 0.05%
21,373
+1,772
363
$17M 0.05%
687,426
+15,846
364
$17M 0.05%
577,668
-5,044
365
$16.9M 0.05%
131,455
+40,100
366
$16.9M 0.05%
420,775
+78,558
367
$16.9M 0.05%
800,824
+295,457
368
$16.9M 0.05%
1,552,996
-11,678
369
$16.8M 0.05%
239,277
-24,825
370
$16.8M 0.05%
41,392
+3,238
371
$16.8M 0.05%
531,691
-6,403
372
$16.7M 0.05%
523,443
+338,188
373
$16.7M 0.05%
261,819
+40,483
374
$16.6M 0.05%
367,463
-4,519
375
$16.6M 0.05%
296,337
+162,267
13 14
15
16 17