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
526
$10.4M 0.03%
68,927
-161,024
527
$10.4M 0.03%
40,591
-542
528
$10.4M 0.03%
422,559
+227,947
529
$10.4M 0.03%
295,657
-7,648
530
$10.3M 0.03%
36,593
-7,026
531
$10.3M 0.03%
414,493
+39,635
532
$10.3M 0.03%
103,510
-5,885
533
$10.2M 0.03%
183,254
+66,191
534
$10.2M 0.03%
141,075
+23,455
535
$10.1M 0.03%
50,189
+1,427
536
$10.1M 0.03%
77,609
-930
537
$9.98M 0.03%
200,291
-122,441
538
$9.91M 0.03%
36,263
-659
539
$9.9M 0.03%
21,101
-203
540
$9.9M 0.03%
182,055
+23,983
541
$9.89M 0.03%
382,900
+13,035
542
$9.84M 0.03%
155,176
+128,154
543
$9.77M 0.03%
205,419
-12,581
544
$9.76M 0.03%
313,981
+63,659
545
$9.74M 0.03%
306,177
+11,319
546
$9.73M 0.03%
88,525
-171,050
547
$9.73M 0.03%
465,205
+5,254
548
$9.72M 0.03%
93,781
+7,342
549
$9.63M 0.03%
202,522
-11,647
550
$9.61M 0.03%
55,141
+2,728
20 21
22
23 24