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
601
$8.54M 0.03%
183,166
-129,385
602
$8.54M 0.03%
112,500
+5,535
603
$8.52M 0.03%
206,835
-6,047
604
$8.51M 0.03%
196,387
+6,622
605
$8.51M 0.03%
58,477
+5,042
606
$8.5M 0.03%
87,390
-54,811
607
$8.5M 0.03%
259,156
+22,450
608
$8.48M 0.03%
163,180
+552
609
$8.46M 0.03%
2,278
+83
610
$8.46M 0.03%
87,274
+18,166
611
$8.45M 0.03%
68,399
+24,511
612
$8.44M 0.03%
232,529
+100,264
613
$8.44M 0.03%
84,666
+20,101
614
$8.43M 0.03%
195,411
-20,028
615
$8.43M 0.03%
271,787
+10,949
616
$8.4M 0.03%
255,294
+38,316
617
$8.34M 0.03%
255,778
+11,011
618
$8.33M 0.03%
22,042
+438
619
$8.33M 0.03%
119,170
+4,205
620
$8.32M 0.03%
61,873
+5,652
621
$8.31M 0.03%
284,316
+5,958
622
$8.26M 0.03%
71,137
+1,569
623
$8.25M 0.03%
37,004
-1,479
624
$8.23M 0.03%
91,349
+28,433
625
$8.22M 0.03%
139,179
+1,238
23 24
25
26 27