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
1726
$1.33M ﹤0.01%
21,273
+12,480
1727
$1.33M ﹤0.01%
53,958
+15,863
1728
$1.32M ﹤0.01%
58,714
+4,931
1729
$1.32M ﹤0.01%
21,568
-802
1730
$1.32M ﹤0.01%
54,499
-1,669
1731
$1.32M ﹤0.01%
47,983
-27
1732
$1.32M ﹤0.01%
13,107
+8,626
1733
$1.32M ﹤0.01%
40,648
+230
1734
$1.32M ﹤0.01%
119,862
+14,285
1735
$1.31M ﹤0.01%
13,234
-1,314
1736
$1.31M ﹤0.01%
22,058
+8,171
1737
$1.31M ﹤0.01%
55,361
+14,431
1738
$1.31M ﹤0.01%
44,444
-1,576
1739
$1.31M ﹤0.01%
25,175
-7,857
1740
$1.31M ﹤0.01%
78,508
+12,348
1741
$1.31M ﹤0.01%
24,423
-809
1742
$1.31M ﹤0.01%
99,657
+3,522
1743
$1.31M ﹤0.01%
44,819
-2,686
1744
$1.3M ﹤0.01%
54,782
+29,672
1745
$1.29M ﹤0.01%
19,199
+2,315
1746
$1.29M ﹤0.01%
34,304
+10,942
1747
$1.29M ﹤0.01%
30,303
+1,386
1748
$1.29M ﹤0.01%
93,618
+5,610
1749
$1.28M ﹤0.01%
102,618
+3,174
1750
$1.28M ﹤0.01%
38,988
+1,183
68 69
70
71 72