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
826
$5.26M 0.02%
382,433
-55,518
827
$5.23M 0.02%
399,907
+4,027
828
$5.22M 0.02%
256,970
+91,192
829
$5.2M 0.02%
180,203
+1,840
830
$5.2M 0.02%
16,700
+718
831
$5.19M 0.02%
96,631
-1,675
832
$5.18M 0.02%
133,162
+98,328
833
$5.17M 0.02%
169,778
-46,368
834
$5.17M 0.02%
9,644
+562
835
$5.16M 0.02%
36,339
+1,778
836
$5.14M 0.02%
+31,531
837
$5.13M 0.02%
69,260
+47,255
838
$5.12M 0.02%
82,954
-19,148
839
$5.12M 0.02%
18,284
-4,602
840
$5.12M 0.02%
38,089
-9
841
$5.1M 0.02%
48,893
-557
842
$5.09M 0.02%
92,198
+9,627
843
$5.08M 0.02%
17,778
-545
844
$5.08M 0.02%
141,325
-27,534
845
$5.07M 0.02%
194,393
+36,009
846
$5.06M 0.02%
98,934
-246
847
$5.06M 0.02%
196,550
-14,129
848
$5.05M 0.02%
58,121
-1,615
849
$5.04M 0.02%
101,603
+47,714
850
$5.03M 0.02%
6,321
+722
32 33
34
35 36