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
901
$4.58M 0.01%
180,264
+38,143
902
$4.55M 0.01%
107,754
+573
903
$4.54M 0.01%
39,690
-2,637
904
$4.53M 0.01%
194,087
-6,493
905
$4.53M 0.01%
30,042
+2,455
906
$4.52M 0.01%
34,150
+2,182
907
$4.51M 0.01%
15,362
-457
908
$4.5M 0.01%
41,225
+19,730
909
$4.5M 0.01%
89,416
-971
910
$4.5M 0.01%
99,201
+2,864
911
$4.5M 0.01%
196,105
+143,687
912
$4.49M 0.01%
140,224
-3,503
913
$4.47M 0.01%
86,886
-4,620
914
$4.47M 0.01%
66,703
-20,117
915
$4.46M 0.01%
56,081
+656
916
$4.46M 0.01%
66,290
+5,135
917
$4.46M 0.01%
26,933
+583
918
$4.46M 0.01%
16,341
+529
919
$4.44M 0.01%
180,132
-6,450
920
$4.43M 0.01%
33,461
+3,198
921
$4.43M 0.01%
22,823
+194
922
$4.42M 0.01%
19,732
-10
923
$4.42M 0.01%
45,981
-10,644
924
$4.41M 0.01%
28,633
-1,228
925
$4.4M 0.01%
129,601
+21,059
35 36
37
38 39