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
626
$8.22M 0.03%
194,590
-518
627
$8.18M 0.02%
127,939
-14,693
628
$8.16M 0.02%
376,982
+2,574
629
$8.16M 0.02%
228,842
-651,552
630
$8.13M 0.02%
425,394
-108,619
631
$8.13M 0.02%
459,694
-58,783
632
$8.12M 0.02%
10,585
+2,042
633
$8.12M 0.02%
64,889
+2,941
634
$8.06M 0.02%
270,626
+87,808
635
$8M 0.02%
34,649
+3,220
636
$7.98M 0.02%
18,978
-433
637
$7.96M 0.02%
169,334
-584
638
$7.96M 0.02%
379,198
-33,355
639
$7.95M 0.02%
243,463
+23,375
640
$7.94M 0.02%
117,693
+18,346
641
$7.93M 0.02%
341,231
+107,776
642
$7.93M 0.02%
275,517
+36,319
643
$7.9M 0.02%
333,592
-60,644
644
$7.88M 0.02%
376,921
-87,800
645
$7.88M 0.02%
567,331
+9,085
646
$7.86M 0.02%
196,398
-9,854
647
$7.86M 0.02%
83,898
+4,705
648
$7.83M 0.02%
356,151
+30,117
649
$7.82M 0.02%
64,427
+2,113
650
$7.78M 0.02%
73,148
+18,929
24 25
26
27 28