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
1926
$1.02M ﹤0.01%
3,253
-824
1927
$1.02M ﹤0.01%
7,535
+174
1928
$1.02M ﹤0.01%
19,853
+12,978
1929
$1.02M ﹤0.01%
23,613
+205
1930
$1.02M ﹤0.01%
22,555
-50
1931
$1.02M ﹤0.01%
22,996
-863
1932
$1.01M ﹤0.01%
8,598
-3,005
1933
$1.01M ﹤0.01%
9,776
+6,595
1934
$1.01M ﹤0.01%
68,524
+8,638
1935
$1.01M ﹤0.01%
21,047
+36
1936
$1.01M ﹤0.01%
10,036
+1,252
1937
$1.01M ﹤0.01%
3,225
+1,043
1938
$1.01M ﹤0.01%
16,900
+4,500
1939
$1.01M ﹤0.01%
13,351
-1,097
1940
$1.01M ﹤0.01%
34,487
-15,055
1941
$1.01M ﹤0.01%
27,346
+1,610
1942
$1M ﹤0.01%
22,341
+1,014
1943
$1M ﹤0.01%
21,066
+2,370
1944
$1M ﹤0.01%
5,997
+15
1945
$999K ﹤0.01%
32,438
-881
1946
$996K ﹤0.01%
17,513
-2,973
1947
$996K ﹤0.01%
27,319
+4
1948
$995K ﹤0.01%
27,231
-1,228
1949
$994K ﹤0.01%
30,321
+17,409
1950
$993K ﹤0.01%
139,223
+19,908
76 77
78
79 80