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
1326
$2.31M 0.01%
184,708
+19,904
1327
$2.31M 0.01%
100,762
-706
1328
$2.31M 0.01%
44,522
+760
1329
$2.31M 0.01%
94,166
-7,297
1330
$2.3M 0.01%
81,182
-7,008
1331
$2.3M 0.01%
79,749
+7,879
1332
$2.29M 0.01%
117,273
+3,503
1333
$2.29M 0.01%
112,294
-932
1334
$2.29M 0.01%
66,437
+6,334
1335
$2.29M 0.01%
310
-40
1336
$2.29M 0.01%
47,553
-6,205
1337
$2.29M 0.01%
4,559
-476
1338
$2.28M 0.01%
+77,692
1339
$2.28M 0.01%
17,956
+1,639
1340
$2.28M 0.01%
+91,196
1341
$2.27M 0.01%
9,434
+483
1342
$2.26M 0.01%
8,679
-445
1343
$2.26M 0.01%
69,995
+22,667
1344
$2.25M 0.01%
13,653
+851
1345
$2.25M 0.01%
1,062,400
+301,600
1346
$2.25M 0.01%
153,389
+42,064
1347
$2.25M 0.01%
50,586
-2,898
1348
$2.24M 0.01%
61,521
+5,237
1349
$2.24M 0.01%
13,787
-1,117
1350
$2.24M 0.01%
170,863
-27
52 53
54
55 56