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
1826
$1.17M ﹤0.01%
34,870
+122
1827
$1.17M ﹤0.01%
41,074
-1,391
1828
$1.17M ﹤0.01%
52,552
-2,630
1829
$1.17M ﹤0.01%
48,791
+24,122
1830
$1.17M ﹤0.01%
30,434
+8,515
1831
$1.17M ﹤0.01%
7,333
+696
1832
$1.17M ﹤0.01%
25,263
-104
1833
$1.17M ﹤0.01%
19,435
-141
1834
$1.17M ﹤0.01%
9,223
-227
1835
$1.16M ﹤0.01%
60,027
+41,066
1836
$1.16M ﹤0.01%
10,571
-51
1837
$1.16M ﹤0.01%
54,187
-9,517
1838
$1.16M ﹤0.01%
27,254
+646
1839
$1.16M ﹤0.01%
3,969
+149
1840
$1.16M ﹤0.01%
15,816
+1,172
1841
$1.15M ﹤0.01%
36,414
+646
1842
$1.15M ﹤0.01%
4,985
+351
1843
$1.15M ﹤0.01%
31,556
-3,261
1844
$1.15M ﹤0.01%
9,375
-222
1845
$1.15M ﹤0.01%
32,161
-3,191
1846
$1.15M ﹤0.01%
13,816
-831
1847
$1.14M ﹤0.01%
34,579
+1,712
1848
$1.14M ﹤0.01%
29,508
+3,025
1849
$1.14M ﹤0.01%
92,907
-5,397
1850
$1.13M ﹤0.01%
10,647
-249
72 73
74
75 76