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
1026
$3.71M 0.01%
90,849
-8,042
1027
$3.71M 0.01%
28,712
+1,497
1028
$3.71M 0.01%
47,861
+10,963
1029
$3.71M 0.01%
112,216
+25,559
1030
$3.7M 0.01%
49,697
+1,546
1031
$3.69M 0.01%
107,261
+3,120
1032
$3.68M 0.01%
28,695
+198
1033
$3.66M 0.01%
150,844
+11,262
1034
$3.66M 0.01%
6,454
+87
1035
$3.65M 0.01%
88,621
-149
1036
$3.64M 0.01%
7,095
+347
1037
$3.64M 0.01%
94,435
+1,338
1038
$3.63M 0.01%
36,621
+4,898
1039
$3.62M 0.01%
31,750
+20,339
1040
$3.62M 0.01%
45,681
-10,091
1041
$3.62M 0.01%
91,125
+15,062
1042
$3.62M 0.01%
21,370
+12,217
1043
$3.61M 0.01%
34,322
+393
1044
$3.6M 0.01%
101,317
+19,852
1045
$3.6M 0.01%
141,148
-12,219
1046
$3.6M 0.01%
71,862
-1,367
1047
$3.59M 0.01%
96,736
+4,464
1048
$3.59M 0.01%
137,647
-21,046
1049
$3.58M 0.01%
9,337
-381
1050
$3.56M 0.01%
92,119
-1,268
40 41
42
43 44