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
1426
$2.03M 0.01%
13,779
+199
1427
$2.03M 0.01%
97,345
-16,375
1428
$2.03M 0.01%
37,196
-1,346
1429
$2.03M 0.01%
15,128
+3,436
1430
$2.02M 0.01%
28,299
+5,052
1431
$2.02M 0.01%
27,820
+16,025
1432
$2.02M 0.01%
67,408
-4,885
1433
$2.02M 0.01%
74,608
+752
1434
$2.02M 0.01%
27,429
+2,935
1435
$2.01M 0.01%
40,931
+613
1436
$2.01M 0.01%
105,994
1437
$2.01M 0.01%
100,981
-6,551
1438
$2.01M 0.01%
5,356
+3,747
1439
$2.01M 0.01%
397,194
-26,028
1440
$2.01M 0.01%
236,866
-4,244
1441
$2M 0.01%
44,440
-12,044
1442
$2M 0.01%
21,328
-2,410
1443
$1.99M 0.01%
+67,976
1444
$1.99M 0.01%
217,821
+10,664
1445
$1.98M 0.01%
86,843
-4,097
1446
$1.98M 0.01%
8,016
+3,320
1447
$1.98M 0.01%
84,619
+261
1448
$1.97M 0.01%
53,564
+10,682
1449
$1.97M 0.01%
70,852
+7,132
1450
$1.96M 0.01%
+78,186
56 57
58
59 60