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
1551
$1.7M 0.01%
36,679
+4,330
1552
$1.69M 0.01%
21,625
+377
1553
$1.69M 0.01%
252,138
-126,880
1554
$1.69M 0.01%
16,267
-1,968
1555
$1.69M 0.01%
5,844
-256
1556
$1.69M 0.01%
42,206
-3,728
1557
$1.68M 0.01%
63,986
-179,552
1558
$1.67M 0.01%
12,405
-20
1559
$1.67M 0.01%
39,434
-4,296
1560
$1.67M 0.01%
76,398
-13,282
1561
$1.67M 0.01%
52,668
+13,436
1562
$1.67M 0.01%
49,898
+7,346
1563
$1.66M 0.01%
69,265
-475
1564
$1.66M 0.01%
14,544
+966
1565
$1.66M 0.01%
51,011
+30,713
1566
$1.66M 0.01%
30,036
+20,162
1567
$1.66M 0.01%
31,470
+240
1568
$1.65M 0.01%
32,728
+16,904
1569
$1.65M 0.01%
16,685
-401
1570
$1.65M 0.01%
38,235
+6,212
1571
$1.65M 0.01%
5,286
-715
1572
$1.64M 0.01%
+63,253
1573
$1.64M 0.01%
40,709
-6,606
1574
$1.64M 0.01%
21,740
+1,836
1575
$1.64M 0.01%
155,504
+12,393
61 62
63
64 65