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
1476
$1.88M 0.01%
74,099
-7,205
1477
$1.88M 0.01%
19,116
-456
1478
$1.87M 0.01%
3,249
+81
1479
$1.87M 0.01%
116,362
+18,550
1480
$1.87M 0.01%
38,688
+5,360
1481
$1.87M 0.01%
27,088
+4,840
1482
$1.87M 0.01%
40,367
+31,469
1483
$1.87M 0.01%
76,685
-17,432
1484
$1.86M 0.01%
33,869
-78
1485
$1.85M 0.01%
10,699
+2,739
1486
$1.85M 0.01%
73,633
-304
1487
$1.85M 0.01%
37,943
-736
1488
$1.84M 0.01%
207,751
-7,956
1489
$1.84M 0.01%
89,517
+3,272
1490
$1.84M 0.01%
53,589
+3,114
1491
$1.83M 0.01%
84,735
-139
1492
$1.83M 0.01%
83,117
+3,333
1493
$1.83M 0.01%
35,033
-2,189
1494
$1.83M 0.01%
121,530
-2,991
1495
$1.83M 0.01%
15,958
-124
1496
$1.82M 0.01%
85,140
+7,370
1497
$1.82M 0.01%
21,154
+4,029
1498
$1.82M 0.01%
56,207
-15,052
1499
$1.82M 0.01%
42,087
+11,285
1500
$1.82M 0.01%
28,335
-253
58 59
60
61 62