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
1226
$2.63M 0.01%
44,007
+14,272
1227
$2.62M 0.01%
16,032
-1,370
1228
$2.61M 0.01%
64,521
-65,487
1229
$2.61M 0.01%
51,976
+37,440
1230
$2.61M 0.01%
52,092
+7,085
1231
$2.6M 0.01%
65,841
+459
1232
$2.6M 0.01%
69,912
-2,064
1233
$2.6M 0.01%
138,810
+36,570
1234
$2.59M 0.01%
126,720
+1,656
1235
$2.59M 0.01%
49,925
-33,706
1236
$2.59M 0.01%
40,960
+7,744
1237
$2.59M 0.01%
+23,752
1238
$2.59M 0.01%
89,140
+9,935
1239
$2.58M 0.01%
41,154
-1,632
1240
$2.58M 0.01%
63,452
-6,042
1241
$2.57M 0.01%
24,371
-5,436
1242
$2.57M 0.01%
104,353
+6,523
1243
$2.56M 0.01%
52,201
+746
1244
$2.56M 0.01%
+67,930
1245
$2.56M 0.01%
20,163
-126
1246
$2.56M 0.01%
92,782
+11,042
1247
$2.55M 0.01%
96,072
-3,890
1248
$2.55M 0.01%
93,748
-13,299
1249
$2.54M 0.01%
103,903
-109,689
1250
$2.54M 0.01%
293,571
-43,028
48 49
50
51 52