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
576
$9.11M 0.03%
93,664
-21,390
577
$9.09M 0.03%
90,573
-2,070
578
$9.08M 0.03%
84,254
-35,698
579
$9.08M 0.03%
182,076
+15,183
580
$9.02M 0.03%
96,010
+763
581
$8.97M 0.03%
297,716
+984
582
$8.97M 0.03%
805,910
-40,114
583
$8.95M 0.03%
10,810
+758
584
$8.9M 0.03%
96,093
-15,195
585
$8.88M 0.03%
299,078
+3,654
586
$8.87M 0.03%
141,166
+193
587
$8.86M 0.03%
240,780
+26,940
588
$8.82M 0.03%
171,349
+27,194
589
$8.8M 0.03%
82,406
-2,651
590
$8.79M 0.03%
717,960
+194,285
591
$8.75M 0.03%
521,327
+27,361
592
$8.74M 0.03%
60,332
+1,435
593
$8.73M 0.03%
32,409
+74
594
$8.7M 0.03%
139,518
-13,979
595
$8.64M 0.03%
181,833
-7,277
596
$8.64M 0.03%
121,664
-428
597
$8.63M 0.03%
902,203
+42,801
598
$8.62M 0.03%
285,452
-178,060
599
$8.59M 0.03%
147,411
-37,005
600
$8.55M 0.03%
218,269
+22,334
22 23
24
25 26