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
1751
$1.28M ﹤0.01%
15,001
-2,639
1752
$1.28M ﹤0.01%
29,731
+1,122
1753
$1.28M ﹤0.01%
+27,896
1754
$1.28M ﹤0.01%
17,567
+37
1755
$1.28M ﹤0.01%
44,417
+23,140
1756
$1.28M ﹤0.01%
31,989
+836
1757
$1.28M ﹤0.01%
34,272
-1,750
1758
$1.28M ﹤0.01%
34,948
-2,775
1759
$1.28M ﹤0.01%
24,695
1760
$1.28M ﹤0.01%
42,784
+7,447
1761
$1.27M ﹤0.01%
1,083
+27
1762
$1.27M ﹤0.01%
135,503
-18,510
1763
$1.27M ﹤0.01%
18,447
+7,204
1764
$1.27M ﹤0.01%
60,625
-16,796
1765
$1.27M ﹤0.01%
39,350
+7,908
1766
$1.27M ﹤0.01%
15,374
-583
1767
$1.26M ﹤0.01%
26,878
+3,185
1768
$1.26M ﹤0.01%
49,584
-12,167
1769
$1.26M ﹤0.01%
121,815
+34,894
1770
$1.26M ﹤0.01%
4,440
+171
1771
$1.26M ﹤0.01%
18,359
+3,907
1772
$1.26M ﹤0.01%
21,368
-5,420
1773
$1.26M ﹤0.01%
4,073
-244
1774
$1.25M ﹤0.01%
17,606
-1,149
1775
$1.25M ﹤0.01%
46,918
+200
69 70
71
72 73