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
876
$4.84M 0.01%
265,957
+7,308
877
$4.82M 0.01%
97,995
-7,897
878
$4.82M 0.01%
77,601
+19,423
879
$4.81M 0.01%
142,359
+9,826
880
$4.81M 0.01%
120,032
-28,743
881
$4.8M 0.01%
334,975
+485
882
$4.78M 0.01%
53,275
-4,113
883
$4.78M 0.01%
113,073
-656
884
$4.78M 0.01%
119,473
-2,534
885
$4.77M 0.01%
166,354
-25,766
886
$4.77M 0.01%
10,906
+765
887
$4.76M 0.01%
43,596
+17,880
888
$4.76M 0.01%
14,861
+553
889
$4.74M 0.01%
57,644
-7,463
890
$4.73M 0.01%
108,268
+594
891
$4.72M 0.01%
56,762
+299
892
$4.7M 0.01%
105,161
+16,081
893
$4.69M 0.01%
83,603
+8,879
894
$4.68M 0.01%
114,874
+2,206
895
$4.68M 0.01%
43,432
-3,966
896
$4.68M 0.01%
8,519
-818
897
$4.64M 0.01%
33,774
+2,223
898
$4.61M 0.01%
33,492
+2,571
899
$4.59M 0.01%
109,335
+9,877
900
$4.59M 0.01%
472,767
-26,613
34 35
36
37 38