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
176
$37.2M 0.11%
370,197
-277,364
177
$37M 0.11%
267,134
+77,074
178
$36.9M 0.11%
401,802
+7,624
179
$36.8M 0.11%
530,471
-22,227
180
$36.8M 0.11%
1,332,030
+169,906
181
$36.7M 0.11%
310,842
+19,175
182
$36.7M 0.11%
79,170
+5,509
183
$36.5M 0.11%
389,283
+70,849
184
$36.2M 0.11%
240,886
+105,275
185
$36.2M 0.11%
824,333
-128,871
186
$35.5M 0.11%
+707,098
187
$35.5M 0.11%
448,219
-4,920
188
$35.2M 0.11%
419,326
+235,154
189
$34.5M 0.11%
513,836
-1,200
190
$34.2M 0.1%
628,401
+37,063
191
$33.8M 0.1%
173,386
-12,011
192
$33.8M 0.1%
421,737
+6,281
193
$33.6M 0.1%
160,293
+4,469
194
$33.3M 0.1%
398,238
-5,517
195
$33M 0.1%
64,989
-161
196
$33M 0.1%
535,542
+82,340
197
$32.8M 0.1%
1,375,023
-36,605
198
$32.8M 0.1%
958,178
+176,269
199
$32.8M 0.1%
430,786
+26,315
200
$32.6M 0.1%
82,328
-1,582
6 7
8
9 10