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
551
$9.6M 0.03%
383,130
-119
552
$9.6M 0.03%
293,640
-28,354
553
$9.58M 0.03%
121,428
+37,966
554
$9.57M 0.03%
43,285
+287
555
$9.56M 0.03%
71,117
+1,692
556
$9.52M 0.03%
104,666
+27,015
557
$9.41M 0.03%
191,992
+5,109
558
$9.4M 0.03%
87,016
-13,369
559
$9.37M 0.03%
240,634
+9,131
560
$9.34M 0.03%
85,618
+22,071
561
$9.34M 0.03%
117,116
+6,421
562
$9.33M 0.03%
39,183
-404
563
$9.32M 0.03%
248,446
-33,100
564
$9.32M 0.03%
225,480
+32,544
565
$9.31M 0.03%
138,083
+654
566
$9.28M 0.03%
184,590
-16,114
567
$9.27M 0.03%
269,332
+87,585
568
$9.27M 0.03%
77,465
-6,798
569
$9.24M 0.03%
87,526
+909
570
$9.24M 0.03%
147,483
-17,942
571
$9.23M 0.03%
114,841
+2,704
572
$9.23M 0.03%
29,951
+6,931
573
$9.21M 0.03%
339,361
-99,288
574
$9.15M 0.03%
129,953
+3,206
575
$9.12M 0.03%
139,197
+38,363
21 22
23
24 25