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
1051
$3.56M 0.01%
6,676
+759
1052
$3.56M 0.01%
68,861
-9,854
1053
$3.54M 0.01%
31,250
+785
1054
$3.53M 0.01%
35,005
+204
1055
$3.52M 0.01%
51,586
-44,339
1056
$3.52M 0.01%
123,153
+68,150
1057
$3.52M 0.01%
236,170
-408,639
1058
$3.52M 0.01%
54,029
-1,982
1059
$3.51M 0.01%
118,785
-11,543
1060
$3.51M 0.01%
120,292
+88,599
1061
$3.5M 0.01%
260,911
+6,403
1062
$3.49M 0.01%
280,271
+1,642
1063
$3.49M 0.01%
21,176
+1,689
1064
$3.48M 0.01%
238,758
-21,127
1065
$3.47M 0.01%
143,218
+43,461
1066
$3.46M 0.01%
61,615
+5,618
1067
$3.45M 0.01%
531,744
+37,036
1068
$3.44M 0.01%
285,457
-21,423
1069
$3.44M 0.01%
15,010
+2,242
1070
$3.44M 0.01%
395,558
-47,570
1071
$3.43M 0.01%
145,915
-10,678
1072
$3.42M 0.01%
17,557
+691
1073
$3.41M 0.01%
18,289
-1,421
1074
$3.4M 0.01%
107,080
+6,206
1075
$3.4M 0.01%
72,761
-61,385
41 42
43
44 45