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
951
$4.16M 0.01%
61,135
-3,818
952
$4.14M 0.01%
162,034
+1,304
953
$4.13M 0.01%
+81,610
954
$4.12M 0.01%
315,742
-1,173,459
955
$4.11M 0.01%
61,125
-87
956
$4.1M 0.01%
174,147
-37,357
957
$4.09M 0.01%
47,961
+7,357
958
$4.08M 0.01%
47,357
+5,629
959
$4.08M 0.01%
75,590
+4,061
960
$4.07M 0.01%
43,933
+22,203
961
$4.06M 0.01%
106,785
-13,718
962
$4.05M 0.01%
498,849
-31,457
963
$4.05M 0.01%
109,676
-44,098
964
$4.05M 0.01%
174,557
-188,834
965
$4.04M 0.01%
25,920
+5,363
966
$4.04M 0.01%
156,440
+573
967
$4.04M 0.01%
62,138
-11,077
968
$4.04M 0.01%
82,489
-3,029
969
$4.03M 0.01%
180,788
+29,656
970
$4.03M 0.01%
63,282
-3,120
971
$4.03M 0.01%
128,171
+4,132
972
$4.01M 0.01%
20,272
+1,361
973
$3.99M 0.01%
125,393
+2,579
974
$3.97M 0.01%
36,546
-62
975
$3.96M 0.01%
94,356
-3,534
37 38
39
40 41