Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $37.8B
1-Year Est. Return 20.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
+$72.4M
2
+$70.9M
3
+$59.2M
4
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$35.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$32.6M

Top Sells

1
+$52.4M
2
+$45.8M
3
+$30.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$27.9M
5
BND icon
Vanguard Total Bond Market
BND
+$27.5M

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
151
$41M 0.12%
1,030,962
-214,501
152
$41M 0.12%
111,983
-204
153
$40.9M 0.12%
279,926
+8,373
154
$40.5M 0.12%
100,212
-11,623
155
$40.5M 0.12%
205,306
-11,824
156
$40.5M 0.12%
270,474
+1,821
157
$40.3M 0.12%
168,632
-22,794
158
$40M 0.12%
529,578
+84,692
159
$39.7M 0.12%
145,699
+18,757
160
$39.6M 0.12%
1,118,911
+247,127
161
$39.5M 0.12%
318,322
+8,590
162
$39.1M 0.12%
1,463,949
+111,523
163
$38.5M 0.12%
392,037
-79,643
164
$38.4M 0.12%
285,181
-97,866
165
$38.3M 0.12%
754,119
-172,526
166
$38.2M 0.12%
2,105,689
+198,490
167
$38.1M 0.12%
280,323
-395
168
$38.1M 0.12%
732,456
+66,160
169
$37.9M 0.12%
132,893
-2,520
170
$37.9M 0.12%
560,749
-33,064
171
$37.9M 0.12%
619,316
+59,919
172
$37.6M 0.11%
407,702
-27,965
173
$37.4M 0.11%
52,801
+153
174
$37.3M 0.11%
170,522
+55,712
175
$37.3M 0.11%
94,042
+6,169
5 6
7
8 9