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
1601
$1.59M ﹤0.01%
6,563
+1,445
1602
$1.59M ﹤0.01%
18,799
+4,788
1603
$1.59M ﹤0.01%
52,592
-30,549
1604
$1.59M ﹤0.01%
26,408
+2,086
1605
$1.58M ﹤0.01%
148,563
-7,960
1606
$1.58M ﹤0.01%
35,124
+4,728
1607
$1.58M ﹤0.01%
31,138
+10,669
1608
$1.58M ﹤0.01%
11,403
-142
1609
$1.58M ﹤0.01%
12,366
-1,010
1610
$1.58M ﹤0.01%
13,483
+1,061
1611
$1.57M ﹤0.01%
15,311
+5,849
1612
$1.57M ﹤0.01%
51,325
+2,830
1613
$1.57M ﹤0.01%
38,837
-665
1614
$1.57M ﹤0.01%
144,297
+57,032
1615
$1.57M ﹤0.01%
18,995
+365
1616
$1.57M ﹤0.01%
42,321
-9,992
1617
$1.56M ﹤0.01%
53,284
+7,265
1618
$1.56M ﹤0.01%
38,061
-42,749
1619
$1.56M ﹤0.01%
35,621
-120
1620
$1.56M ﹤0.01%
39,725
+30,502
1621
$1.56M ﹤0.01%
314,516
-106,867
1622
$1.56M ﹤0.01%
432,820
+245,031
1623
$1.55M ﹤0.01%
7,382
-3,379
1624
$1.55M ﹤0.01%
62,613
-5,584
1625
$1.55M ﹤0.01%
203,808
-29,548
63 64
65
66 67