Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

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
76
$73.1M 0.22%
898,235
+84,812
77
$71.6M 0.22%
1,549,317
-49,321
78
$71.4M 0.22%
127,029
-2,715
79
$71M 0.22%
2,452,032
-15,331
80
$70.3M 0.21%
251,044
-36,178
81
$70.2M 0.21%
490,435
+18,873
82
$70M 0.21%
458,129
-20,558
83
$69.1M 0.21%
737,123
-67,985
84
$67.6M 0.21%
873,950
-10,016
85
$67.5M 0.21%
1,088,333
-6,746
86
$65.7M 0.2%
2,689,581
-96,860
87
$65.7M 0.2%
1,305,866
+151,866
88
$65.3M 0.2%
1,246,641
-196,683
89
$64.3M 0.2%
1,405,090
+134,433
90
$64.1M 0.19%
726,332
-307,115
91
$64M 0.19%
1,000,781
+17,786
92
$63.5M 0.19%
2,505,048
+137,871
93
$63M 0.19%
1,052,295
-32,955
94
$63M 0.19%
660,474
-53,493
95
$62.9M 0.19%
703,738
+297,144
96
$62.8M 0.19%
811,823
+68,431
97
$62.3M 0.19%
1,765,583
+101,597
98
$61.6M 0.19%
1,025,499
+294,778
99
$61.3M 0.19%
1,124,728
+112,802
100
$60.1M 0.18%
1,388,459
-23,807
2 3
4
5 6