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
451
$12.9M 0.04%
239,968
-11,789
452
$12.9M 0.04%
161,371
+20,079
453
$12.9M 0.04%
77,782
-5,697
454
$12.9M 0.04%
263,221
+30,452
455
$12.8M 0.04%
53,906
+13,067
456
$12.8M 0.04%
46,526
+5,110
457
$12.8M 0.04%
251,529
-237,882
458
$12.7M 0.04%
50,592
+900
459
$12.7M 0.04%
257,229
+6,950
460
$12.6M 0.04%
360,297
-7,557
461
$12.6M 0.04%
302,856
-72,820
462
$12.6M 0.04%
59,167
+26,283
463
$12.5M 0.04%
25,074
+4,713
464
$12.5M 0.04%
123,346
+2,163
465
$12.4M 0.04%
167,371
-4,269
466
$12.4M 0.04%
89,402
+760
467
$12.4M 0.04%
227,926
-76,402
468
$12.4M 0.04%
43,565
+1,758
469
$12.4M 0.04%
35,311
-2,558
470
$12.4M 0.04%
235,098
+27,063
471
$12.2M 0.04%
536,279
+260,677
472
$12.1M 0.04%
542,326
-15,059
473
$12.1M 0.04%
248,220
+226,960
474
$12M 0.04%
38,467
+3,440
475
$12M 0.04%
107,030
-41,958
17 18
19
20 21