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
1651
$1.51M ﹤0.01%
28,424
+866
1652
$1.51M ﹤0.01%
45,606
+30,365
1653
$1.51M ﹤0.01%
9,310
+200
1654
$1.51M ﹤0.01%
61,872
-13,860
1655
$1.51M ﹤0.01%
28,383
+3,554
1656
$1.5M ﹤0.01%
55,426
-40,786
1657
$1.5M ﹤0.01%
30,598
+40
1658
$1.5M ﹤0.01%
86,152
-25,605
1659
$1.5M ﹤0.01%
36,004
-3,925
1660
$1.49M ﹤0.01%
47,101
-4,516
1661
$1.49M ﹤0.01%
42,628
-4,960
1662
$1.48M ﹤0.01%
44,971
+8,462
1663
$1.48M ﹤0.01%
88,393
+4,130
1664
$1.48M ﹤0.01%
21,811
+2,376
1665
$1.47M ﹤0.01%
41,705
+2,666
1666
$1.47M ﹤0.01%
90,453
-23,118
1667
$1.47M ﹤0.01%
22,521
+1,014
1668
$1.47M ﹤0.01%
29,691
+459
1669
$1.47M ﹤0.01%
39,348
+4,009
1670
$1.47M ﹤0.01%
21,029
-10,147
1671
$1.47M ﹤0.01%
26,212
-3,268
1672
$1.46M ﹤0.01%
31,816
-23,938
1673
$1.46M ﹤0.01%
9,956
-37
1674
$1.46M ﹤0.01%
40,229
-191
1675
$1.46M ﹤0.01%
27,473
-10,444
65 66
67
68 69