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
1451
$1.96M 0.01%
38,224
+4,240
1452
$1.96M 0.01%
+97,627
1453
$1.95M 0.01%
49,556
-5,654
1454
$1.94M 0.01%
81,107
+40,812
1455
$1.94M 0.01%
26,447
-3,116
1456
$1.94M 0.01%
38,529
-31,678
1457
$1.94M 0.01%
16,513
+11,845
1458
$1.94M 0.01%
70,651
-5,817
1459
$1.93M 0.01%
25,688
+9,948
1460
$1.93M 0.01%
32,098
+5
1461
$1.92M 0.01%
60,844
+26,655
1462
$1.92M 0.01%
42,865
+901
1463
$1.92M 0.01%
18,932
+185
1464
$1.91M 0.01%
92,657
+2,379
1465
$1.91M 0.01%
43,763
+10,706
1466
$1.9M 0.01%
29,180
+3,002
1467
$1.9M 0.01%
157,989
-89,761
1468
$1.9M 0.01%
42,048
+2,545
1469
$1.9M 0.01%
107,281
-6,874
1470
$1.89M 0.01%
+10,711
1471
$1.89M 0.01%
23,758
-3,784
1472
$1.89M 0.01%
10,515
+1,607
1473
$1.89M 0.01%
23,785
+4,196
1474
$1.89M 0.01%
7,699
+50
1475
$1.89M 0.01%
42,137
-3,519
57 58
59
60 61