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
1301
$2.38M 0.01%
26,716
+451
1302
$2.38M 0.01%
109,732
+14,158
1303
$2.38M 0.01%
13,678
+1,258
1304
$2.38M 0.01%
1,562
-296
1305
$2.37M 0.01%
41,681
-7,341
1306
$2.37M 0.01%
14,461
+672
1307
$2.37M 0.01%
149,886
-23,142
1308
$2.37M 0.01%
81,980
+54,200
1309
$2.36M 0.01%
105,012
+5,097
1310
$2.36M 0.01%
63,768
+2,887
1311
$2.36M 0.01%
115,224
-4,875
1312
$2.35M 0.01%
5,029
-355
1313
$2.35M 0.01%
61,267
-106
1314
$2.34M 0.01%
100,806
+41,845
1315
$2.34M 0.01%
+28,851
1316
$2.34M 0.01%
8,778
+1,927
1317
$2.34M 0.01%
55,625
+254
1318
$2.34M 0.01%
100,797
-700
1319
$2.33M 0.01%
55,349
+8,959
1320
$2.33M 0.01%
72,179
-23,280
1321
$2.33M 0.01%
19,988
-22
1322
$2.33M 0.01%
28,824
-5,419
1323
$2.32M 0.01%
48,311
-7,064
1324
$2.32M 0.01%
42,730
-2,722
1325
$2.31M 0.01%
201,757
-17,634
51 52
53
54 55