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
701
$6.85M 0.02%
201,322
+102,088
702
$6.84M 0.02%
74,557
+19,788
703
$6.84M 0.02%
56,969
-28,797
704
$6.78M 0.02%
184,462
-24,798
705
$6.72M 0.02%
42,698
-291
706
$6.72M 0.02%
25,104
-1,621
707
$6.71M 0.02%
169,664
-23,434
708
$6.7M 0.02%
21,355
+647
709
$6.67M 0.02%
152,072
+3,660
710
$6.66M 0.02%
83,538
+3,833
711
$6.58M 0.02%
115,510
-1,926
712
$6.58M 0.02%
270,895
+29,097
713
$6.57M 0.02%
23,773
+4,440
714
$6.56M 0.02%
104,930
-796
715
$6.53M 0.02%
122,568
+22,895
716
$6.53M 0.02%
346,906
-20,613
717
$6.53M 0.02%
78,496
+26
718
$6.46M 0.02%
27,241
+13,714
719
$6.43M 0.02%
296,302
-87,463
720
$6.43M 0.02%
193,676
-15,919
721
$6.41M 0.02%
64,426
+15,235
722
$6.4M 0.02%
125,644
-2,360
723
$6.4M 0.02%
52,862
-5,603
724
$6.39M 0.02%
171,284
+11,769
725
$6.38M 0.02%
453,799
-29,441
27 28
29
30 31