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
1101
$3.27M 0.01%
94,382
-703
1102
$3.26M 0.01%
64,894
+2,759
1103
$3.26M 0.01%
19,278
-85
1104
$3.26M 0.01%
79,922
-27,554
1105
$3.24M 0.01%
130,131
+78,139
1106
$3.24M 0.01%
37,166
+14,459
1107
$3.23M 0.01%
69,604
+47,119
1108
$3.23M 0.01%
46,894
+177
1109
$3.23M 0.01%
125,666
-30,217
1110
$3.22M 0.01%
63,649
-6,158
1111
$3.22M 0.01%
45,730
+6,820
1112
$3.21M 0.01%
82,169
-6,917
1113
$3.2M 0.01%
97,980
+91,950
1114
$3.2M 0.01%
53,992
+26,406
1115
$3.2M 0.01%
119,420
-1,236
1116
$3.19M 0.01%
60,860
-23,935
1117
$3.18M 0.01%
47,250
+2,405
1118
$3.17M 0.01%
87,150
-1,397
1119
$3.16M 0.01%
96,785
+30,827
1120
$3.15M 0.01%
110,197
+7,224
1121
$3.15M 0.01%
29,484
-2,539
1122
$3.14M 0.01%
18,639
+1,099
1123
$3.14M 0.01%
61,620
-1,740
1124
$3.13M 0.01%
77,572
+3,116
1125
$3.12M 0.01%
23,175
+1,292
43 44
45
46 47