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
1526
$1.75M 0.01%
15,971
+1,743
1527
$1.75M 0.01%
4,983
+870
1528
$1.75M 0.01%
58,737
+529
1529
$1.75M 0.01%
87,310
-16,516
1530
$1.75M 0.01%
26,409
+7,411
1531
$1.75M 0.01%
26,661
-2,023
1532
$1.74M 0.01%
69,445
-8,773
1533
$1.74M 0.01%
20,421
-368
1534
$1.74M 0.01%
35,431
-347
1535
$1.74M 0.01%
27,676
+13
1536
$1.74M 0.01%
33,096
+20,568
1537
$1.73M 0.01%
48,514
+2,922
1538
$1.73M 0.01%
65,137
+7,535
1539
$1.73M 0.01%
37,939
-24,340
1540
$1.72M 0.01%
22,359
-232
1541
$1.72M 0.01%
27,246
+2,211
1542
$1.72M 0.01%
37,836
-5,769
1543
$1.71M 0.01%
17,620
-756
1544
$1.71M 0.01%
67,984
-5,306
1545
$1.71M 0.01%
29,555
+6,691
1546
$1.71M 0.01%
143,290
-20,208
1547
$1.71M 0.01%
40,528
+2,257
1548
$1.7M 0.01%
70,641
-18,361
1549
$1.7M 0.01%
23,713
-2,027
1550
$1.7M 0.01%
51,011
+9,082
60 61
62
63 64