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
401
$15.4M 0.05%
791,502
+83,821
402
$15.4M 0.05%
95,437
-14,283
403
$15.4M 0.05%
148,406
+7,542
404
$15.4M 0.05%
385,513
-164,561
405
$15.3M 0.05%
180,139
+21,647
406
$15.3M 0.05%
463,904
+76,034
407
$15.3M 0.05%
228,977
+35,717
408
$15.1M 0.05%
329,623
-105,237
409
$15.1M 0.05%
597,667
+38,307
410
$15.1M 0.05%
286,066
-1,298
411
$15.1M 0.05%
299,674
+70,696
412
$15M 0.05%
277,069
+41,478
413
$15M 0.05%
50,061
-717
414
$14.9M 0.05%
64,839
-4,179
415
$14.7M 0.04%
347,364
+32,963
416
$14.7M 0.04%
143,456
+1,200
417
$14.7M 0.04%
160,994
-10,473
418
$14.7M 0.04%
52,246
+3,020
419
$14.5M 0.04%
419,885
+110,285
420
$14.4M 0.04%
340,578
+274,201
421
$14.4M 0.04%
582,536
+19,897
422
$14.4M 0.04%
207,969
+47,243
423
$14.3M 0.04%
118,170
+1,457
424
$14.2M 0.04%
19,351
-3,682
425
$14.2M 0.04%
106,498
+6,692
15 16
17
18 19