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
651
$7.75M 0.02%
84,115
-29,741
652
$7.71M 0.02%
17,329
+998
653
$7.7M 0.02%
158,312
+1,932
654
$7.67M 0.02%
185,264
-27,284
655
$7.62M 0.02%
93,467
+7,120
656
$7.62M 0.02%
112,932
-9,058
657
$7.61M 0.02%
46,247
+3,269
658
$7.58M 0.02%
232,708
-3,928
659
$7.57M 0.02%
217,067
-50,541
660
$7.56M 0.02%
85,189
-17,129
661
$7.56M 0.02%
219,643
-17,827
662
$7.56M 0.02%
231,937
-3,050
663
$7.55M 0.02%
197,063
-481,743
664
$7.55M 0.02%
282,412
+15,862
665
$7.53M 0.02%
284,202
+51,005
666
$7.52M 0.02%
173,208
+14,383
667
$7.5M 0.02%
21,361
+3,400
668
$7.45M 0.02%
166,670
+5,507
669
$7.44M 0.02%
86,140
-8,854
670
$7.42M 0.02%
140,675
-26,840
671
$7.4M 0.02%
126,323
+30,877
672
$7.38M 0.02%
88,532
+2,061
673
$7.38M 0.02%
161,314
-19,504
674
$7.38M 0.02%
132,587
+63,446
675
$7.35M 0.02%
130,075
+3,394
25 26
27
28 29