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
1126
$3.11M 0.01%
45,593
-380
1127
$3.11M 0.01%
120,676
-12,172
1128
$3.1M 0.01%
49,420
+5,879
1129
$3.09M 0.01%
70,050
+894
1130
$3.09M 0.01%
132,274
+42,725
1131
$3.09M 0.01%
23,476
+2,429
1132
$3.08M 0.01%
13,300
-624
1133
$3.07M 0.01%
49,038
-17,868
1134
$3.06M 0.01%
87,938
+3,641
1135
$3.06M 0.01%
83,401
+9,626
1136
$3.05M 0.01%
32,439
-3,060
1137
$3.04M 0.01%
88,910
+21,463
1138
$3.04M 0.01%
5,683
-5,017
1139
$3.03M 0.01%
75,236
+3,903
1140
$3.03M 0.01%
64,601
+6,311
1141
$3.02M 0.01%
38,036
-2,697
1142
$3.02M 0.01%
31,455
-16,320
1143
$3.02M 0.01%
16,470
-7,645
1144
$3.01M 0.01%
130,441
-26,759
1145
$3.01M 0.01%
164,755
+11,608
1146
$3.01M 0.01%
11,602
+1,415
1147
$3.01M 0.01%
78,615
+37,456
1148
$3M 0.01%
61,293
-32,393
1149
$3M 0.01%
30,453
+4,838
1150
$3M 0.01%
37,301
-1,123
44 45
46
47 48