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
1076
$3.39M 0.01%
101,082
-10,449
1077
$3.38M 0.01%
56,647
-10,263
1078
$3.38M 0.01%
13,910
+916
1079
$3.38M 0.01%
51,973
-8,813
1080
$3.37M 0.01%
81,653
-9,199
1081
$3.37M 0.01%
136,889
+56,350
1082
$3.36M 0.01%
39,198
-6,813
1083
$3.36M 0.01%
14,150
+4,630
1084
$3.35M 0.01%
27,659
+2,249
1085
$3.35M 0.01%
59,455
-125
1086
$3.34M 0.01%
131,359
+15,788
1087
$3.33M 0.01%
43,890
+37,187
1088
$3.33M 0.01%
21,214
-7,015
1089
$3.33M 0.01%
53,850
+48,715
1090
$3.32M 0.01%
278,678
+51,150
1091
$3.32M 0.01%
91,696
+3,398
1092
$3.31M 0.01%
96,540
+60,701
1093
$3.31M 0.01%
49,199
-276
1094
$3.31M 0.01%
85,243
+28,191
1095
$3.31M 0.01%
238,321
-33,918
1096
$3.3M 0.01%
1,654
-89
1097
$3.3M 0.01%
112,326
-16,792
1098
$3.28M 0.01%
97,611
+7,467
1099
$3.28M 0.01%
69,024
-849
1100
$3.27M 0.01%
29,524
+22,856
42 43
44
45 46