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
1351
$2.24M 0.01%
12,828
-9,498
1352
$2.23M 0.01%
57,113
+1,919
1353
$2.23M 0.01%
32,131
+28,379
1354
$2.23M 0.01%
28,465
+6
1355
$2.22M 0.01%
87,391
-9,908
1356
$2.22M 0.01%
49,907
-1,181
1357
$2.22M 0.01%
55,025
+2,482
1358
$2.21M 0.01%
47,308
-2,012
1359
$2.21M 0.01%
124,761
-6,494
1360
$2.21M 0.01%
80,561
+46,233
1361
$2.21M 0.01%
45,467
+6,278
1362
$2.21M 0.01%
51,884
-3,168
1363
$2.21M 0.01%
30,132
+845
1364
$2.2M 0.01%
10,959
-318
1365
$2.2M 0.01%
81,719
-10,363
1366
$2.2M 0.01%
+87,992
1367
$2.2M 0.01%
524,646
+9,831
1368
$2.19M 0.01%
65,324
+136
1369
$2.18M 0.01%
35,563
+672
1370
$2.18M 0.01%
36,810
+6,571
1371
$2.18M 0.01%
454,215
+24,034
1372
$2.18M 0.01%
59,500
+5,393
1373
$2.18M 0.01%
902,704
-53,559
1374
$2.17M 0.01%
21,439
-11,427
1375
$2.17M 0.01%
29,143
+742
53 54
55
56 57