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
1951
$993K ﹤0.01%
8,088
+2,926
1952
$993K ﹤0.01%
20,889
+4,427
1953
$993K ﹤0.01%
+61,934
1954
$991K ﹤0.01%
30,053
+14,988
1955
$991K ﹤0.01%
+36,804
1956
$991K ﹤0.01%
23,626
+35
1957
$991K ﹤0.01%
37,678
+15,129
1958
$989K ﹤0.01%
67,734
-53,417
1959
$988K ﹤0.01%
25,729
-2,385
1960
$988K ﹤0.01%
37,523
+3,593
1961
$988K ﹤0.01%
26,382
-1,490
1962
$984K ﹤0.01%
89,174
-10,141
1963
$983K ﹤0.01%
13,903
-296
1964
$982K ﹤0.01%
+31,950
1965
$981K ﹤0.01%
13,295
+523
1966
$979K ﹤0.01%
6,793
-516
1967
$979K ﹤0.01%
11,392
+47
1968
$979K ﹤0.01%
12,247
+677
1969
$978K ﹤0.01%
25,227
-21,316
1970
$975K ﹤0.01%
26,739
-23,915
1971
$975K ﹤0.01%
9,234
-129
1972
$974K ﹤0.01%
4,230
+98
1973
$974K ﹤0.01%
28,427
-95
1974
$973K ﹤0.01%
13,967
+1,799
1975
$973K ﹤0.01%
31,351
+4,247
77 78
79
80 81