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
1701
$1.4M ﹤0.01%
58,784
+8,195
1702
$1.4M ﹤0.01%
42,503
+565
1703
$1.39M ﹤0.01%
16,285
-340
1704
$1.39M ﹤0.01%
17,980
-1,053
1705
$1.38M ﹤0.01%
18,544
+699
1706
$1.38M ﹤0.01%
43,206
+391
1707
$1.38M ﹤0.01%
39,230
+3,506
1708
$1.37M ﹤0.01%
18,090
-803
1709
$1.37M ﹤0.01%
42,353
+6,196
1710
$1.37M ﹤0.01%
4,498
-1,802
1711
$1.36M ﹤0.01%
38,063
+813
1712
$1.36M ﹤0.01%
26,529
+2,709
1713
$1.36M ﹤0.01%
67,499
-2,766
1714
$1.36M ﹤0.01%
43,283
+19,368
1715
$1.35M ﹤0.01%
39,750
-541
1716
$1.35M ﹤0.01%
38,018
+539
1717
$1.34M ﹤0.01%
3,293
+24
1718
$1.34M ﹤0.01%
27,054
-647
1719
$1.34M ﹤0.01%
40,589
-4,647
1720
$1.34M ﹤0.01%
15,044
+2,074
1721
$1.34M ﹤0.01%
150,237
+7,194
1722
$1.34M ﹤0.01%
+51,090
1723
$1.33M ﹤0.01%
230,009
+28,799
1724
$1.33M ﹤0.01%
29,662
-1,243
1725
$1.33M ﹤0.01%
31,036
+3
67 68
69
70 71