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
1151
$2.99M 0.01%
112,656
+41,249
1152
$2.99M 0.01%
218,419
-1,352
1153
$2.99M 0.01%
5,045
-88
1154
$2.99M 0.01%
49,990
-25,900
1155
$2.98M 0.01%
61,913
+636
1156
$2.98M 0.01%
126,908
-6,396
1157
$2.97M 0.01%
35,271
+2,383
1158
$2.97M 0.01%
36,271
+31,075
1159
$2.97M 0.01%
58,391
+3,474
1160
$2.96M 0.01%
59,090
-1,847
1161
$2.96M 0.01%
58,728
+53,706
1162
$2.95M 0.01%
43,633
+10,452
1163
$2.94M 0.01%
29,640
-2,033
1164
$2.93M 0.01%
156,823
+2,987
1165
$2.93M 0.01%
77,621
+11,594
1166
$2.93M 0.01%
9,327
-159
1167
$2.92M 0.01%
25,712
+486
1168
$2.92M 0.01%
15,491
+1,180
1169
$2.92M 0.01%
36,282
-1,849
1170
$2.91M 0.01%
36,606
+2,098
1171
$2.91M 0.01%
13,319
+755
1172
$2.91M 0.01%
89,608
-24,169
1173
$2.9M 0.01%
12,101
-622
1174
$2.9M 0.01%
38,222
-4,108
1175
$2.89M 0.01%
73,900
+10,213
45 46
47
48 49