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
1276
$2.45M 0.01%
324,080
-21,830
1277
$2.44M 0.01%
62,777
+47,243
1278
$2.44M 0.01%
59,829
+427
1279
$2.44M 0.01%
15,277
-2,132
1280
$2.44M 0.01%
164,432
+9,655
1281
$2.44M 0.01%
105,633
-11,128
1282
$2.43M 0.01%
66,583
+47,992
1283
$2.42M 0.01%
4,963
+1,299
1284
$2.42M 0.01%
115,853
+9,713
1285
$2.42M 0.01%
26,247
-112
1286
$2.42M 0.01%
57,224
+6,554
1287
$2.42M 0.01%
71,542
+2,769
1288
$2.42M 0.01%
7,195
+1,947
1289
$2.42M 0.01%
124,374
+13,870
1290
$2.42M 0.01%
62,492
-4,845
1291
$2.41M 0.01%
93,617
-2,245
1292
$2.41M 0.01%
20,413
+100
1293
$2.41M 0.01%
48,394
+20,966
1294
$2.41M 0.01%
51,133
+1,558
1295
$2.4M 0.01%
47,814
-9,525
1296
$2.4M 0.01%
89,344
+79,047
1297
$2.4M 0.01%
18,223
-248
1298
$2.4M 0.01%
46,565
+15,180
1299
$2.39M 0.01%
5,882
+2,475
1300
$2.38M 0.01%
218,223
+10,328
50 51
52
53 54