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
776
$5.79M 0.02%
60,277
-1,891
777
$5.79M 0.02%
33,473
-1,011
778
$5.78M 0.02%
221,108
+67,995
779
$5.78M 0.02%
197,451
-15,179
780
$5.76M 0.02%
34,297
+1,184
781
$5.71M 0.02%
289,673
-34,086
782
$5.7M 0.02%
95,123
-6,077
783
$5.7M 0.02%
35,338
+4,277
784
$5.7M 0.02%
59,979
-3,938
785
$5.7M 0.02%
63,728
+3,048
786
$5.69M 0.02%
62,509
-335
787
$5.68M 0.02%
38,459
+6,517
788
$5.66M 0.02%
119,669
-22,237
789
$5.65M 0.02%
263,133
+132,331
790
$5.64M 0.02%
60,582
+4,021
791
$5.64M 0.02%
287,444
-13,223
792
$5.61M 0.02%
81,517
+3,585
793
$5.59M 0.02%
50,283
+20,261
794
$5.58M 0.02%
53,327
+11,164
795
$5.56M 0.02%
74,891
-140
796
$5.53M 0.02%
228,020
+5,923
797
$5.49M 0.02%
57,196
-925
798
$5.48M 0.02%
30,799
+3,603
799
$5.48M 0.02%
+113,624
800
$5.46M 0.02%
64,894
-2,366
30 31
32
33 34