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
501
$11.2M 0.03%
212,544
+34,987
502
$11.2M 0.03%
106,816
+4,386
503
$11.2M 0.03%
67,432
-989
504
$11.2M 0.03%
104,186
-539
505
$11.2M 0.03%
139,361
-5,460
506
$11.1M 0.03%
180,843
-2,662
507
$11M 0.03%
44,444
-281
508
$10.9M 0.03%
44,746
+5,729
509
$10.9M 0.03%
170,500
-40,527
510
$10.8M 0.03%
239,474
+21,817
511
$10.8M 0.03%
119,182
-1,056
512
$10.8M 0.03%
48,267
-1,574
513
$10.8M 0.03%
137,099
+25,468
514
$10.8M 0.03%
131,809
-5,368
515
$10.7M 0.03%
15,326
+1,222
516
$10.7M 0.03%
256,896
+7,524
517
$10.7M 0.03%
137,618
+23,603
518
$10.6M 0.03%
365,089
+33,548
519
$10.6M 0.03%
246,620
+31,403
520
$10.6M 0.03%
205,561
-10,973
521
$10.5M 0.03%
174,566
+78,534
522
$10.5M 0.03%
20,573
+2,083
523
$10.5M 0.03%
100,558
+1,225
524
$10.5M 0.03%
31,615
+3,143
525
$10.4M 0.03%
219,147
+6,196
19 20
21
22 23