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
726
$6.33M 0.02%
75,178
+4,808
727
$6.33M 0.02%
72,537
+758
728
$6.32M 0.02%
306,754
+9,838
729
$6.28M 0.02%
92,157
-5,179
730
$6.26M 0.02%
+245,859
731
$6.26M 0.02%
241,240
+42,192
732
$6.24M 0.02%
99,611
-9,871
733
$6.23M 0.02%
116,289
+10,254
734
$6.23M 0.02%
146,741
+10,209
735
$6.22M 0.02%
33,430
-102
736
$6.21M 0.02%
131,949
-63,256
737
$6.2M 0.02%
101,666
+30,365
738
$6.15M 0.02%
139,596
-82
739
$6.15M 0.02%
39,987
+4,736
740
$6.13M 0.02%
190,795
+59,052
741
$6.11M 0.02%
71,452
+1,352
742
$6.11M 0.02%
53,200
-3,180
743
$6.09M 0.02%
132,219
+109
744
$6.08M 0.02%
288,893
+89,940
745
$6.07M 0.02%
+210,352
746
$6.05M 0.02%
435,279
-19,054
747
$6.05M 0.02%
121,677
-66,954
748
$6.04M 0.02%
390,591
-50,053
749
$6.03M 0.02%
43,374
+2,749
750
$6.03M 0.02%
46,908
-6,869
28 29
30
31 32