Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

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
51
$103M 0.31%
1,313,056
-41,530
52
$96.9M 0.29%
521,793
+10,733
53
$92.1M 0.28%
2,493,713
+226,965
54
$91M 0.28%
1,090,461
+136,523
55
$91M 0.28%
1,000,721
-53,776
56
$88.8M 0.27%
3,041,261
-591,277
57
$87.6M 0.27%
1,726,135
+77,664
58
$85.7M 0.26%
233,694
-4,404
59
$85.2M 0.26%
779,866
+19,829
60
$85.1M 0.26%
345,263
-51,527
61
$84.2M 0.26%
623,880
-34,385
62
$83.7M 0.25%
2,630,495
-442,262
63
$83.1M 0.25%
188,596
+38,288
64
$82.6M 0.25%
194,548
+49,654
65
$82.1M 0.25%
419,881
-9,350
66
$81.9M 0.25%
2,562,374
+294,467
67
$81.9M 0.25%
424,893
+702
68
$81.5M 0.25%
1,823,653
+225,450
69
$80.1M 0.24%
271,587
+6,020
70
$79.3M 0.24%
705,218
+181,369
71
$78.9M 0.24%
2,237,668
-15,430
72
$77.6M 0.24%
327,277
-54,911
73
$77.5M 0.24%
769,590
+97,820
74
$77.1M 0.23%
198,559
+14,407
75
$73.3M 0.22%
143,879
+15,329
1 2
3
4 5