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
1851
$1.13M ﹤0.01%
49,782
-426
1852
$1.13M ﹤0.01%
23,214
+16,557
1853
$1.13M ﹤0.01%
11,203
+1,798
1854
$1.13M ﹤0.01%
34,469
+431
1855
$1.13M ﹤0.01%
39,072
+2,701
1856
$1.13M ﹤0.01%
14,484
-62
1857
$1.13M ﹤0.01%
73,621
+53,376
1858
$1.12M ﹤0.01%
4,585
-23
1859
$1.12M ﹤0.01%
19,759
+130
1860
$1.11M ﹤0.01%
34,086
+2,315
1861
$1.11M ﹤0.01%
132,689
+9,157
1862
$1.11M ﹤0.01%
68,644
+4,005
1863
$1.11M ﹤0.01%
47,378
-4,869
1864
$1.1M ﹤0.01%
124,285
-52,524
1865
$1.1M ﹤0.01%
24,743
-2,674
1866
$1.1M ﹤0.01%
66,875
-3,217
1867
$1.1M ﹤0.01%
347,347
+39,016
1868
$1.1M ﹤0.01%
30,738
+12,242
1869
$1.1M ﹤0.01%
5,683
-91
1870
$1.1M ﹤0.01%
9,703
+2,126
1871
$1.1M ﹤0.01%
27,052
-169
1872
$1.1M ﹤0.01%
13,596
-4,985
1873
$1.1M ﹤0.01%
12,493
-1,066
1874
$1.09M ﹤0.01%
10,504
-885
1875
$1.09M ﹤0.01%
5,158
+356
73 74
75
76 77