Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

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
101
$60M 0.18%
176,650
+3,294
102
$58.5M 0.18%
922,306
+232,275
103
$58.3M 0.18%
410,550
-15,749
104
$58M 0.18%
268,632
+1,854
105
$57.2M 0.17%
917,093
+48,457
106
$57M 0.17%
1,125,826
-96,219
107
$56.8M 0.17%
802,137
+57,347
108
$56.4M 0.17%
1,217,457
+33,301
109
$56.4M 0.17%
248,974
+31,953
110
$56M 0.17%
191,810
-570
111
$54.7M 0.17%
1,636,062
+87,102
112
$54.3M 0.17%
1,340,880
+84,118
113
$54M 0.16%
411,955
+18,766
114
$54M 0.16%
482,627
-66,875
115
$53.7M 0.16%
476,303
-15,376
116
$53.5M 0.16%
1,492,982
+81,066
117
$53.4M 0.16%
191,449
-1,337
118
$53M 0.16%
242,523
+10,066
119
$52.2M 0.16%
635,924
+49,885
120
$51.8M 0.16%
746,527
+12,754
121
$50.1M 0.15%
956,585
+34,607
122
$49.6M 0.15%
1,169,260
-389,868
123
$49.1M 0.15%
487,335
-4,989
124
$48.9M 0.15%
160,810
+23,954
125
$47.8M 0.15%
815,818
+128,387
3 4
5
6 7