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
1001
$3.83M 0.01%
37,930
-858
1002
$3.82M 0.01%
84,423
+17,725
1003
$3.8M 0.01%
86,142
+2,050
1004
$3.78M 0.01%
49,872
-328
1005
$3.78M 0.01%
85,456
-17,371
1006
$3.78M 0.01%
471,113
-10,598
1007
$3.78M 0.01%
285,852
+17,077
1008
$3.77M 0.01%
128,188
+1,275
1009
$3.77M 0.01%
50,949
+1,778
1010
$3.77M 0.01%
109,284
+13,603
1011
$3.76M 0.01%
69,368
-18,854
1012
$3.75M 0.01%
72,905
+4,843
1013
$3.75M 0.01%
136,870
-6,271
1014
$3.75M 0.01%
407,556
-204,566
1015
$3.75M 0.01%
30,945
+2,012
1016
$3.74M 0.01%
64,475
-3,633
1017
$3.74M 0.01%
48,028
-2,065
1018
$3.74M 0.01%
110,364
-13,392
1019
$3.74M 0.01%
116,153
+104,091
1020
$3.73M 0.01%
26,072
+552
1021
$3.73M 0.01%
23,635
-2,349
1022
$3.73M 0.01%
37,203
-893
1023
$3.73M 0.01%
27,730
+7,993
1024
$3.72M 0.01%
172,958
+73,566
1025
$3.72M 0.01%
42,958
+1,725
39 40
41
42 43