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
1251
$2.54M 0.01%
11,606
-1,490
1252
$2.53M 0.01%
24,641
-7,899
1253
$2.53M 0.01%
20,939
-1,626
1254
$2.53M 0.01%
45,082
-1,626
1255
$2.53M 0.01%
36,008
-5,410
1256
$2.52M 0.01%
288,560
-24,348
1257
$2.51M 0.01%
28,566
+11
1258
$2.51M 0.01%
9,736
+605
1259
$2.5M 0.01%
366,940
-76,104
1260
$2.5M 0.01%
24,632
+1,218
1261
$2.5M 0.01%
49,734
+6,543
1262
$2.5M 0.01%
42,003
-44,863
1263
$2.49M 0.01%
9,710
-67
1264
$2.49M 0.01%
122,128
+27,166
1265
$2.48M 0.01%
52,719
+3,112
1266
$2.48M 0.01%
+31,087
1267
$2.47M 0.01%
47,941
+5,929
1268
$2.47M 0.01%
+95,311
1269
$2.46M 0.01%
74,719
+8,301
1270
$2.46M 0.01%
1,347
-424
1271
$2.46M 0.01%
59,459
-9,319
1272
$2.46M 0.01%
81,320
-131
1273
$2.45M 0.01%
45,845
+1,134
1274
$2.45M 0.01%
49,083
+28,513
1275
$2.45M 0.01%
117,661
+21,292
49 50
51
52 53