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
976
$3.96M 0.01%
202,780
-31,161
977
$3.96M 0.01%
67,860
-384
978
$3.95M 0.01%
65,587
+24,184
979
$3.95M 0.01%
77,789
+837
980
$3.93M 0.01%
94,506
+21,068
981
$3.93M 0.01%
28,415
+5,932
982
$3.92M 0.01%
82,026
+17,327
983
$3.91M 0.01%
43,436
-24,063
984
$3.9M 0.01%
166,008
+20,864
985
$3.9M 0.01%
52,316
+2,939
986
$3.89M 0.01%
93,456
-21,171
987
$3.89M 0.01%
320,881
-140,226
988
$3.89M 0.01%
+80,192
989
$3.89M 0.01%
154,910
-29,494
990
$3.89M 0.01%
100,079
-36,041
991
$3.85M 0.01%
124,160
-716
992
$3.85M 0.01%
15,007
+678
993
$3.85M 0.01%
100,711
+6,419
994
$3.84M 0.01%
148,781
+25,232
995
$3.83M 0.01%
76,211
-16,378
996
$3.83M 0.01%
101,419
+7,957
997
$3.83M 0.01%
167,819
+21,275
998
$3.83M 0.01%
67,056
+3,125
999
$3.83M 0.01%
119,795
+1,667
1000
$3.83M 0.01%
54,404
-4,682
38 39
40
41 42