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
1876
$1.09M ﹤0.01%
30,550
-340
1877
$1.09M ﹤0.01%
58,847
-1,418
1878
$1.09M ﹤0.01%
7,060
-1,238
1879
$1.09M ﹤0.01%
41,520
-132,565
1880
$1.09M ﹤0.01%
41,873
+24,587
1881
$1.09M ﹤0.01%
31,570
-1,804
1882
$1.08M ﹤0.01%
159,442
-13,293
1883
$1.08M ﹤0.01%
54,383
+2,313
1884
$1.08M ﹤0.01%
4,816
+159
1885
$1.08M ﹤0.01%
9,216
-929
1886
$1.08M ﹤0.01%
21,297
+3,256
1887
$1.08M ﹤0.01%
25,138
+5,088
1888
$1.08M ﹤0.01%
23,663
-2,509
1889
$1.07M ﹤0.01%
52,008
-8,018
1890
$1.07M ﹤0.01%
22,545
+3,731
1891
$1.07M ﹤0.01%
11,940
+2,262
1892
$1.06M ﹤0.01%
25,926
+2,315
1893
$1.06M ﹤0.01%
53,635
+24,573
1894
$1.06M ﹤0.01%
20,397
+10,274
1895
$1.06M ﹤0.01%
8,321
-12,092
1896
$1.06M ﹤0.01%
6,888
+4,871
1897
$1.06M ﹤0.01%
7,321
-1,612
1898
$1.06M ﹤0.01%
21,194
+3
1899
$1.06M ﹤0.01%
19,327
+2,999
1900
$1.06M ﹤0.01%
20,294
+2,722
74 75
76
77 78