Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

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
126
$47.7M 0.15%
965,020
+10,307
127
$47.7M 0.15%
794,053
+150,171
128
$47M 0.14%
627,866
-2,087
129
$46.6M 0.14%
64
-1
130
$46.1M 0.14%
1,901,502
+121,272
131
$45.4M 0.14%
474,523
+47,461
132
$44.9M 0.14%
259,048
-20,592
133
$43.9M 0.13%
477,302
+6,804
134
$43.4M 0.13%
168,471
+2,344
135
$43.3M 0.13%
1,924,689
+33,711
136
$43.2M 0.13%
521,060
+29,957
137
$43.1M 0.13%
911,834
-12,299
138
$43.1M 0.13%
2,078,815
+146,537
139
$43M 0.13%
173,317
+43,488
140
$43M 0.13%
325,851
-6,328
141
$42.8M 0.13%
616,093
-2,140
142
$42.6M 0.13%
1,018,254
-6,756
143
$42.6M 0.13%
177,163
+36,955
144
$42.2M 0.13%
1,034,168
+216,592
145
$41.6M 0.13%
1,696,823
-19,007
146
$41.6M 0.13%
814,067
+109,514
147
$41.4M 0.13%
958,460
+50,883
148
$41.3M 0.13%
375,093
-132,424
149
$41.1M 0.13%
225,638
-29,046
150
$41.1M 0.12%
131,600
+13,040
4 5
6
7 8