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
851
$5.03M 0.02%
31,902
+3,331
852
$5.01M 0.02%
40,263
-286
853
$5M 0.02%
114,229
+4,321
854
$5M 0.02%
94,327
-5,589
855
$4.99M 0.02%
22,546
-4,223
856
$4.98M 0.02%
160,797
-104,374
857
$4.98M 0.02%
1,310,485
-345,819
858
$4.96M 0.02%
100,927
-10,182
859
$4.95M 0.02%
37,468
+1,532
860
$4.95M 0.02%
115,296
+13,516
861
$4.92M 0.02%
114,959
-9,707
862
$4.92M 0.02%
191,411
+11,708
863
$4.91M 0.01%
239,626
+9,181
864
$4.91M 0.01%
136,958
-1,703
865
$4.9M 0.01%
100,830
+59,961
866
$4.9M 0.01%
29,255
+181
867
$4.89M 0.01%
140,614
-17,933
868
$4.88M 0.01%
939,421
-9,763
869
$4.88M 0.01%
30,390
+2,700
870
$4.88M 0.01%
83,695
-3,471
871
$4.88M 0.01%
28,535
-2,568
872
$4.87M 0.01%
47,006
+1,911
873
$4.86M 0.01%
28,826
+16,076
874
$4.86M 0.01%
186,749
-6,405
875
$4.84M 0.01%
103,799
-64,990
33 34
35
36 37