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
926
$4.39M 0.01%
97,893
+12,099
927
$4.39M 0.01%
83,573
-2,300
928
$4.39M 0.01%
115,143
+29,326
929
$4.38M 0.01%
155,350
+122,823
930
$4.38M 0.01%
122,468
-631
931
$4.37M 0.01%
171,461
-81,354
932
$4.37M 0.01%
52,726
-6,816
933
$4.37M 0.01%
29,469
+1,014
934
$4.36M 0.01%
144,064
+128,510
935
$4.36M 0.01%
90,786
+10,151
936
$4.32M 0.01%
112,582
-5,602
937
$4.32M 0.01%
84,706
-14,590
938
$4.3M 0.01%
12,960
+1,429
939
$4.3M 0.01%
33,353
-12,099
940
$4.29M 0.01%
89,897
+6,002
941
$4.28M 0.01%
44,332
+899
942
$4.25M 0.01%
148,513
-20,873
943
$4.24M 0.01%
94,460
-49,714
944
$4.23M 0.01%
131,794
+41,085
945
$4.19M 0.01%
35,307
-2,639
946
$4.18M 0.01%
27,776
+13,093
947
$4.18M 0.01%
13,489
-128
948
$4.17M 0.01%
160,306
+37,044
949
$4.17M 0.01%
3,550
+328
950
$4.17M 0.01%
24,194
+140
36 37
38
39 40