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
1201
$2.76M 0.01%
74,311
-8,055
1202
$2.75M 0.01%
95,760
+715
1203
$2.73M 0.01%
42,292
+22,444
1204
$2.73M 0.01%
76,169
+17,517
1205
$2.72M 0.01%
91,849
+9,292
1206
$2.72M 0.01%
656,930
+248,748
1207
$2.71M 0.01%
91,707
-42,885
1208
$2.71M 0.01%
120,288
+3,898
1209
$2.71M 0.01%
278,027
-12,851
1210
$2.71M 0.01%
239,956
-2,037
1211
$2.71M 0.01%
57,941
-538
1212
$2.71M 0.01%
10,314
+239
1213
$2.71M 0.01%
+96,344
1214
$2.68M 0.01%
15,560
-985
1215
$2.68M 0.01%
5,000
+361
1216
$2.68M 0.01%
5,473
+1,257
1217
$2.67M 0.01%
63,854
-13,511
1218
$2.65M 0.01%
70,991
-14,866
1219
$2.65M 0.01%
+37,816
1220
$2.64M 0.01%
38,430
-2,783
1221
$2.64M 0.01%
50,774
+34,420
1222
$2.64M 0.01%
54,100
+37,158
1223
$2.64M 0.01%
20,971
-1,259
1224
$2.63M 0.01%
54,511
+1,365
1225
$2.63M 0.01%
54,635
+2,743
47 48
49
50 51