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
801
$5.46M 0.02%
37,853
+8,552
802
$5.46M 0.02%
239,531
-55,808
803
$5.44M 0.02%
74,782
+841
804
$5.42M 0.02%
14,527
+3,068
805
$5.42M 0.02%
223,333
+10,460
806
$5.41M 0.02%
199,957
+192,034
807
$5.4M 0.02%
136,263
+19,481
808
$5.4M 0.02%
156,612
+3,538
809
$5.4M 0.02%
232,281
+23,039
810
$5.38M 0.02%
392,502
+9,641
811
$5.38M 0.02%
63,415
-649
812
$5.38M 0.02%
42,024
+911
813
$5.37M 0.02%
201,240
+13,928
814
$5.37M 0.02%
112,146
+5,414
815
$5.37M 0.02%
123,935
-46,888
816
$5.36M 0.02%
122,656
-20,570
817
$5.35M 0.02%
212,515
-22,311
818
$5.33M 0.02%
115,004
+48,496
819
$5.33M 0.02%
123,930
-36,164
820
$5.32M 0.02%
70,097
+4,148
821
$5.31M 0.02%
228,573
+9,425
822
$5.29M 0.02%
142,208
+17,103
823
$5.27M 0.02%
126,056
-79,412
824
$5.27M 0.02%
93,986
+8,868
825
$5.26M 0.02%
5,061
-34
31 32
33
34 35