Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

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
26
$166M 0.5%
935,033
+26,383
27
$164M 0.5%
1,201,874
-26,462
28
$163M 0.5%
514,612
+6,975
29
$161M 0.49%
883,193
+126,594
30
$149M 0.45%
2,381,386
-43,668
31
$141M 0.43%
1,111,000
+139,280
32
$139M 0.42%
1,515,085
+35,240
33
$134M 0.41%
376,811
-1,050
34
$132M 0.4%
169,643
+6,406
35
$132M 0.4%
3,237,945
+490,003
36
$131M 0.4%
2,641,442
+3,728
37
$129M 0.39%
565,936
+312,045
38
$128M 0.39%
129,563
+412
39
$127M 0.39%
1,298,627
+25,391
40
$126M 0.38%
948,760
+73,230
41
$124M 0.38%
1,128,060
-49,683
42
$123M 0.37%
1,239,231
+63,831
43
$121M 0.37%
2,384,083
-607,541
44
$119M 0.36%
1,108,213
-36,102
45
$116M 0.35%
632,769
+2,179
46
$113M 0.34%
1,994,661
-48,887
47
$112M 0.34%
1,197,032
-102,575
48
$112M 0.34%
837,120
+23,990
49
$104M 0.32%
655,228
-14,832
50
$104M 0.32%
156,223
+20,899
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