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
376
$16.6M 0.05%
121,693
+48,983
377
$16.5M 0.05%
321,409
+295,191
378
$16.5M 0.05%
686,144
+74,330
379
$16.4M 0.05%
388,865
+4,952
380
$16.4M 0.05%
148,689
+33,051
381
$16.3M 0.05%
1,657,059
-53,360
382
$16.2M 0.05%
133,567
-11,065
383
$16.2M 0.05%
202,760
+66,784
384
$16.2M 0.05%
285,875
-4,547
385
$16.1M 0.05%
607,150
+226,848
386
$16.1M 0.05%
450,532
-7,691
387
$16.1M 0.05%
451,729
+424,474
388
$16M 0.05%
535,544
+14,282
389
$16M 0.05%
768,888
+266,709
390
$16M 0.05%
164,490
-9,161
391
$16M 0.05%
372,423
+18,733
392
$16M 0.05%
304,328
+25,788
393
$15.9M 0.05%
240,105
+21,348
394
$15.9M 0.05%
518,576
-94,353
395
$15.9M 0.05%
54,909
+929
396
$15.8M 0.05%
123,306
+7,392
397
$15.7M 0.05%
179,805
+3,367
398
$15.6M 0.05%
684,255
+137,843
399
$15.6M 0.05%
54,147
-5,527
400
$15.5M 0.05%
27,377
-204
14 15
16
17 18