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
1901
$1.05M ﹤0.01%
19,720
-4,013
1902
$1.05M ﹤0.01%
9,718
-558
1903
$1.05M ﹤0.01%
2,574
-95
1904
$1.05M ﹤0.01%
47,610
-384
1905
$1.05M ﹤0.01%
42,754
-205
1906
$1.05M ﹤0.01%
9,444
+1,275
1907
$1.05M ﹤0.01%
26,462
-85
1908
$1.05M ﹤0.01%
14,257
-177
1909
$1.04M ﹤0.01%
5,854
-243
1910
$1.04M ﹤0.01%
10,478
+1,795
1911
$1.04M ﹤0.01%
11,476
+1,745
1912
$1.04M ﹤0.01%
33,954
-1,680
1913
$1.04M ﹤0.01%
5,146
+1,061
1914
$1.04M ﹤0.01%
15,580
+121
1915
$1.04M ﹤0.01%
2,304
+83
1916
$1.04M ﹤0.01%
15,550
-428
1917
$1.04M ﹤0.01%
98,217
+26,554
1918
$1.04M ﹤0.01%
12,229
-955
1919
$1.03M ﹤0.01%
44,299
+13,070
1920
$1.03M ﹤0.01%
7,331
+1,374
1921
$1.03M ﹤0.01%
30,605
-3,366
1922
$1.03M ﹤0.01%
26,000
-1,262
1923
$1.03M ﹤0.01%
+5,742
1924
$1.03M ﹤0.01%
29,823
+16,584
1925
$1.03M ﹤0.01%
13,282
-1,317
75 76
77
78 79