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
1401
$2.1M 0.01%
109,463
+817
1402
$2.09M 0.01%
45,117
-400
1403
$2.09M 0.01%
485,176
+21,079
1404
$2.09M 0.01%
34,059
-19,840
1405
$2.09M 0.01%
46,244
-3,418
1406
$2.08M 0.01%
139,716
-124,394
1407
$2.08M 0.01%
23,010
+9,104
1408
$2.08M 0.01%
9,693
+502
1409
$2.08M 0.01%
21,825
-14,464
1410
$2.07M 0.01%
8,584
+3,269
1411
$2.07M 0.01%
41,351
+1,390
1412
$2.07M 0.01%
44,633
-478
1413
$2.07M 0.01%
52,554
-7,365
1414
$2.07M 0.01%
31,722
-334
1415
$2.06M 0.01%
108,096
+15,121
1416
$2.06M 0.01%
81,516
+26,578
1417
$2.06M 0.01%
76,016
+9,035
1418
$2.05M 0.01%
3,905
-15
1419
$2.04M 0.01%
151,654
+4,239
1420
$2.04M 0.01%
36,005
-1,194
1421
$2.04M 0.01%
48,403
+31,991
1422
$2.04M 0.01%
54,230
+18,105
1423
$2.04M 0.01%
42,517
+1,437
1424
$2.03M 0.01%
29,641
+7,157
1425
$2.03M 0.01%
357,175
+15,047
55 56
57
58 59