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
1626
$1.54M ﹤0.01%
72,851
-4,169
1627
$1.54M ﹤0.01%
+45,437
1628
$1.54M ﹤0.01%
1,269
-37
1629
$1.54M ﹤0.01%
5,387
+604
1630
$1.54M ﹤0.01%
110,874
+4,502
1631
$1.53M ﹤0.01%
30,556
-1,457
1632
$1.53M ﹤0.01%
26,678
-152
1633
$1.53M ﹤0.01%
+58,734
1634
$1.53M ﹤0.01%
53,871
+29,091
1635
$1.53M ﹤0.01%
39,139
+4,792
1636
$1.53M ﹤0.01%
76,713
+1,369
1637
$1.52M ﹤0.01%
22,600
+541
1638
$1.52M ﹤0.01%
75,838
+42,940
1639
$1.52M ﹤0.01%
144,727
+20,567
1640
$1.52M ﹤0.01%
39,167
-10,572
1641
$1.52M ﹤0.01%
53,094
-12,730
1642
$1.52M ﹤0.01%
87,162
+4
1643
$1.52M ﹤0.01%
24,846
-2,750
1644
$1.52M ﹤0.01%
47,826
-1,075
1645
$1.52M ﹤0.01%
43,265
+2,855
1646
$1.52M ﹤0.01%
24,487
-539
1647
$1.52M ﹤0.01%
15,420
+2,214
1648
$1.52M ﹤0.01%
27,257
-1,036
1649
$1.51M ﹤0.01%
22,158
+773
1650
$1.51M ﹤0.01%
141,340
-357,862
64 65
66
67 68