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
1376
$2.16M 0.01%
48,433
-512
1377
$2.16M 0.01%
42,763
+31,999
1378
$2.16M 0.01%
240,692
+11,035
1379
$2.15M 0.01%
135,593
-387
1380
$2.14M 0.01%
29,782
-3,894
1381
$2.14M 0.01%
+54,177
1382
$2.13M 0.01%
77,993
+6,217
1383
$2.13M 0.01%
82,653
+888
1384
$2.13M 0.01%
34,063
+1,301
1385
$2.13M 0.01%
65,840
+109
1386
$2.12M 0.01%
179,066
-9,901
1387
$2.12M 0.01%
88,721
-2,087
1388
$2.12M 0.01%
42,231
-8,310
1389
$2.12M 0.01%
+41,411
1390
$2.11M 0.01%
54,446
+64
1391
$2.1M 0.01%
196,071
-15,686
1392
$2.1M 0.01%
87,559
-4,197
1393
$2.1M 0.01%
33,191
+1,015
1394
$2.1M 0.01%
65,851
+436
1395
$2.1M 0.01%
12,701
+8,214
1396
$2.1M 0.01%
44,203
-11,241
1397
$2.1M 0.01%
93,569
+156
1398
$2.1M 0.01%
11,644
+5,223
1399
$2.1M 0.01%
51,907
+36,328
1400
$2.1M 0.01%
102,193
-1,500
54 55
56
57 58