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
1801
$1.22M ﹤0.01%
+34,862
1802
$1.22M ﹤0.01%
78,836
-4,939
1803
$1.22M ﹤0.01%
14,462
+4,921
1804
$1.22M ﹤0.01%
31,726
+1,054
1805
$1.22M ﹤0.01%
6,761
+4,168
1806
$1.22M ﹤0.01%
30,629
-125
1807
$1.22M ﹤0.01%
30,664
-1,539
1808
$1.22M ﹤0.01%
52,610
-4,863
1809
$1.21M ﹤0.01%
79,671
+8,700
1810
$1.21M ﹤0.01%
25,941
+1,158
1811
$1.21M ﹤0.01%
58,867
+32,591
1812
$1.21M ﹤0.01%
24,470
-1,113
1813
$1.2M ﹤0.01%
29,613
+20,207
1814
$1.19M ﹤0.01%
8,062
-266
1815
$1.19M ﹤0.01%
18,746
+976
1816
$1.19M ﹤0.01%
24,450
-2,776
1817
$1.19M ﹤0.01%
5,222
+433
1818
$1.19M ﹤0.01%
94,781
-23,693
1819
$1.19M ﹤0.01%
129,458
+176
1820
$1.18M ﹤0.01%
83,919
-5,537
1821
$1.18M ﹤0.01%
57,076
+26,410
1822
$1.18M ﹤0.01%
24,740
-60
1823
$1.18M ﹤0.01%
196,833
+21,637
1824
$1.18M ﹤0.01%
9,578
+6,113
1825
$1.18M ﹤0.01%
10,624
+280
71 72
73
74 75