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
1976
$970K ﹤0.01%
41,484
-2,780
1977
$970K ﹤0.01%
9,121
-649
1978
$970K ﹤0.01%
30,983
+4,721
1979
$970K ﹤0.01%
19,070
-3,479
1980
$967K ﹤0.01%
35,231
+18,725
1981
$966K ﹤0.01%
46,014
-5,317
1982
$964K ﹤0.01%
39,818
-26,003
1983
$964K ﹤0.01%
5,101
+1,115
1984
$963K ﹤0.01%
9,341
-8,523
1985
$963K ﹤0.01%
8,136
+581
1986
$958K ﹤0.01%
162,313
+21,379
1987
$958K ﹤0.01%
35,468
-160
1988
$957K ﹤0.01%
134,097
-132,338
1989
$955K ﹤0.01%
21,365
+15,209
1990
$951K ﹤0.01%
38,110
-10,132
1991
$951K ﹤0.01%
29,935
+622
1992
$951K ﹤0.01%
29,604
+3,556
1993
$948K ﹤0.01%
45,902
-11,708
1994
$946K ﹤0.01%
19,712
+30
1995
$945K ﹤0.01%
18,553
-782
1996
$944K ﹤0.01%
8,475
+1,615
1997
$942K ﹤0.01%
18,139
+4,310
1998
$940K ﹤0.01%
23,269
+5,316
1999
$940K ﹤0.01%
7,748
+265
2000
$939K ﹤0.01%
20,434
+4,029
78 79
80
81 82