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
1676
$1.46M ﹤0.01%
44,685
-65
1677
$1.46M ﹤0.01%
18,164
+238
1678
$1.46M ﹤0.01%
28,139
-39,914
1679
$1.45M ﹤0.01%
6,944
-1,070
1680
$1.45M ﹤0.01%
28,134
+2,375
1681
$1.45M ﹤0.01%
42,774
-537
1682
$1.45M ﹤0.01%
19,451
+2,967
1683
$1.45M ﹤0.01%
22,306
+2,737
1684
$1.45M ﹤0.01%
42,244
+468
1685
$1.45M ﹤0.01%
82,310
+963
1686
$1.44M ﹤0.01%
95,157
-14,882
1687
$1.44M ﹤0.01%
274,557
+211,559
1688
$1.43M ﹤0.01%
56,753
+33,708
1689
$1.43M ﹤0.01%
57,586
+20,973
1690
$1.42M ﹤0.01%
74,805
-2,288
1691
$1.42M ﹤0.01%
62,926
+3,874
1692
$1.42M ﹤0.01%
70,212
-369,369
1693
$1.41M ﹤0.01%
31,586
-2,529
1694
$1.41M ﹤0.01%
42,416
-2,584
1695
$1.41M ﹤0.01%
37,038
-4,239
1696
$1.41M ﹤0.01%
60,519
-4,882
1697
$1.4M ﹤0.01%
7,064
-516
1698
$1.4M ﹤0.01%
35,287
+11,331
1699
$1.4M ﹤0.01%
40,609
-4,911
1700
$1.4M ﹤0.01%
36,462
-8,172
66 67
68
69 70