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
1576
$1.64M 0.01%
181,450
-16,656
1577
$1.64M 0.01%
21,575
+2,336
1578
$1.64M 0.01%
3,709
+278
1579
$1.64M 0.01%
25,781
+4,662
1580
$1.64M 0.01%
29,614
+3,600
1581
$1.64M 0.01%
47,149
-75,271
1582
$1.63M 0.01%
7,781
+33
1583
$1.63M 0.01%
92,713
-409
1584
$1.63M 0.01%
20,534
-168
1585
$1.63M 0.01%
3,640
-339
1586
$1.62M ﹤0.01%
30,939
+3,015
1587
$1.62M ﹤0.01%
141,227
-13,429
1588
$1.62M ﹤0.01%
182,487
+22,416
1589
$1.62M ﹤0.01%
44,930
-1,689
1590
$1.61M ﹤0.01%
52,405
-150,260
1591
$1.61M ﹤0.01%
2,205
-180
1592
$1.61M ﹤0.01%
7,374
-2,309
1593
$1.61M ﹤0.01%
27,137
-3,416
1594
$1.6M ﹤0.01%
33,330
+5,114
1595
$1.6M ﹤0.01%
33,006
+5,293
1596
$1.6M ﹤0.01%
37,122
+8,972
1597
$1.6M ﹤0.01%
18,065
-16,146
1598
$1.6M ﹤0.01%
102,055
+61,019
1599
$1.6M ﹤0.01%
78,004
-1,236
1600
$1.59M ﹤0.01%
16,133
+10,367
62 63
64
65 66