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
1501
$1.81M 0.01%
41,294
-3,768
1502
$1.81M 0.01%
48,226
-5,530
1503
$1.81M 0.01%
26,085
-2,054
1504
$1.8M 0.01%
16,273
-2,330
1505
$1.8M 0.01%
+48,921
1506
$1.79M 0.01%
45,889
+12,599
1507
$1.79M 0.01%
73,323
+25,236
1508
$1.78M 0.01%
64,521
+1,100
1509
$1.78M 0.01%
89,466
+62,051
1510
$1.78M 0.01%
47,426
-48,302
1511
$1.78M 0.01%
31,276
+3,169
1512
$1.78M 0.01%
11,132
+452
1513
$1.78M 0.01%
21,838
+807
1514
$1.78M 0.01%
30,871
+5,558
1515
$1.78M 0.01%
6,236
-66
1516
$1.78M 0.01%
15,920
+9,090
1517
$1.77M 0.01%
139,519
-116,267
1518
$1.77M 0.01%
3,214
+2,229
1519
$1.77M 0.01%
21,956
+16,275
1520
$1.77M 0.01%
69,527
-5,400
1521
$1.76M 0.01%
112,784
-17,946
1522
$1.76M 0.01%
10,227
-1,182
1523
$1.76M 0.01%
38,935
-1,332
1524
$1.76M 0.01%
46,043
-18,670
1525
$1.76M 0.01%
41,986
+36,585
59 60
61
62 63