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
1176
$2.88M 0.01%
254,973
-3,019
1177
$2.87M 0.01%
88,430
-6,965
1178
$2.87M 0.01%
28,667
-2,358
1179
$2.86M 0.01%
35,786
+7,001
1180
$2.86M 0.01%
15,590
-641
1181
$2.85M 0.01%
35,932
+9,666
1182
$2.84M 0.01%
58,989
-13,094
1183
$2.84M 0.01%
30,224
+4,360
1184
$2.83M 0.01%
150,010
-5,620
1185
$2.81M 0.01%
18,660
+2,169
1186
$2.81M 0.01%
7,887
-549
1187
$2.81M 0.01%
96,562
-1,544
1188
$2.81M 0.01%
65,076
+24,642
1189
$2.8M 0.01%
153,564
-23,249
1190
$2.8M 0.01%
163,622
+132
1191
$2.8M 0.01%
68,074
+1,856
1192
$2.8M 0.01%
16,415
+5
1193
$2.79M 0.01%
184,590
+20,198
1194
$2.79M 0.01%
68,640
-38,963
1195
$2.79M 0.01%
43,647
+9,046
1196
$2.79M 0.01%
25,177
-2,308
1197
$2.78M 0.01%
113,590
-10,377
1198
$2.77M 0.01%
37,304
-271
1199
$2.77M 0.01%
7,875
+219
1200
$2.76M 0.01%
12,677
-1,812
46 47
48
49 50