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
1776
$1.25M ﹤0.01%
38,359
-14,801
1777
$1.25M ﹤0.01%
25,682
+135
1778
$1.25M ﹤0.01%
46,527
-34,873
1779
$1.25M ﹤0.01%
29,343
+15,529
1780
$1.25M ﹤0.01%
30,448
-374
1781
$1.25M ﹤0.01%
176,814
-771
1782
$1.25M ﹤0.01%
22,084
-10,501
1783
$1.25M ﹤0.01%
8,963
+177
1784
$1.25M ﹤0.01%
12,909
+5,301
1785
$1.24M ﹤0.01%
21,653
+17
1786
$1.24M ﹤0.01%
92,849
-975
1787
$1.24M ﹤0.01%
12,594
+27
1788
$1.24M ﹤0.01%
24,811
+2,200
1789
$1.24M ﹤0.01%
24,649
-445
1790
$1.24M ﹤0.01%
33,720
-954
1791
$1.24M ﹤0.01%
40,995
+7,681
1792
$1.23M ﹤0.01%
32,214
+1,055
1793
$1.23M ﹤0.01%
25,324
+1,497
1794
$1.23M ﹤0.01%
88,653
+43,035
1795
$1.23M ﹤0.01%
31,687
+16,029
1796
$1.23M ﹤0.01%
27,154
+748
1797
$1.23M ﹤0.01%
2,541
-73
1798
$1.23M ﹤0.01%
33,421
-8,283
1799
$1.23M ﹤0.01%
7,699
-1,691
1800
$1.22M ﹤0.01%
29,446
-12,709
70 71
72
73 74