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
676
$7.34M 0.02%
58,051
-9,529
677
$7.29M 0.02%
744,739
+10,950
678
$7.29M 0.02%
46,183
-3,496
679
$7.27M 0.02%
54,643
-11,747
680
$7.24M 0.02%
591,707
-216,180
681
$7.24M 0.02%
36,629
-8,881
682
$7.24M 0.02%
82,285
+3,892
683
$7.13M 0.02%
65,856
+2,257
684
$7.12M 0.02%
243,074
-188,113
685
$7.11M 0.02%
71,975
+2,017
686
$7.09M 0.02%
95,764
-2,951
687
$7.09M 0.02%
166,675
-10,968
688
$7.08M 0.02%
112,212
-225,850
689
$7.08M 0.02%
62,467
-10,126
690
$7.05M 0.02%
75,208
+1,135
691
$7.04M 0.02%
135,883
+11,180
692
$7.03M 0.02%
43,765
-9,523
693
$7.02M 0.02%
249,689
-6,052
694
$6.98M 0.02%
95,423
+15,954
695
$6.95M 0.02%
44,570
-1,416
696
$6.9M 0.02%
394,095
+36,575
697
$6.89M 0.02%
156,956
-2,004
698
$6.88M 0.02%
65,425
-2,087
699
$6.88M 0.02%
86,555
+1,669
700
$6.85M 0.02%
75,210
-2,068
26 27
28
29 30