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
426
$14.1M 0.04%
205,007
+9,136
427
$14.1M 0.04%
204,862
+92,092
428
$13.9M 0.04%
15,556
-1,634
429
$13.9M 0.04%
272,522
+234,440
430
$13.9M 0.04%
93,312
-8,892
431
$13.8M 0.04%
192,941
+47,394
432
$13.8M 0.04%
457,527
-12,927
433
$13.7M 0.04%
314,650
+14,212
434
$13.7M 0.04%
79,450
+2,088
435
$13.7M 0.04%
203,668
+13,462
436
$13.6M 0.04%
659,598
-389,173
437
$13.6M 0.04%
124,200
+3,720
438
$13.6M 0.04%
18,063
-280
439
$13.6M 0.04%
301,929
+29,154
440
$13.5M 0.04%
38,545
+13,440
441
$13.5M 0.04%
44,929
+7,696
442
$13.4M 0.04%
161,080
-17,111
443
$13.4M 0.04%
197,258
+117,064
444
$13.4M 0.04%
274,529
-172,184
445
$13.3M 0.04%
1,917,133
-62,099
446
$13.3M 0.04%
103,467
+6,839
447
$13.3M 0.04%
111,688
-2,101
448
$13.2M 0.04%
494,928
-355,983
449
$13M 0.04%
121,134
-174,155
450
$13M 0.04%
123,688
+2,731
16 17
18
19 20