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
476
$12M 0.04%
15,251
+372
477
$12M 0.04%
213,235
-12,008
478
$12M 0.04%
132,654
+5,589
479
$12M 0.04%
254,000
-136,685
480
$11.9M 0.04%
465,761
-83,049
481
$11.9M 0.04%
63,645
-2,598
482
$11.8M 0.04%
137,680
+15,421
483
$11.7M 0.04%
97,877
+353
484
$11.7M 0.04%
32,220
-2,484
485
$11.6M 0.04%
91,447
-9,409
486
$11.6M 0.04%
232,003
-1,044,218
487
$11.6M 0.04%
231,864
+25,648
488
$11.6M 0.04%
235,173
-11,838
489
$11.5M 0.04%
93,303
-10,667
490
$11.5M 0.04%
50,716
+327
491
$11.5M 0.04%
182,427
-1,743
492
$11.5M 0.03%
4,394
-215
493
$11.5M 0.03%
372,140
+25,074
494
$11.5M 0.03%
35,004
+1,017
495
$11.4M 0.03%
253,388
-244,727
496
$11.4M 0.03%
69,858
+17,626
497
$11.3M 0.03%
114,882
+16,328
498
$11.3M 0.03%
106,947
-4,609
499
$11.3M 0.03%
28,968
-4,336
500
$11.2M 0.03%
118,361
+53,723
18 19
20
21 22