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
2026
$911K ﹤0.01%
24,494
+3,314
2027
$909K ﹤0.01%
49,629
+5,659
2028
$909K ﹤0.01%
19,772
+1,067
2029
$908K ﹤0.01%
+20,666
2030
$907K ﹤0.01%
41,772
-2,409
2031
$906K ﹤0.01%
16,019
+2,169
2032
$905K ﹤0.01%
15,545
-2,637
2033
$904K ﹤0.01%
42,745
-3,398
2034
$903K ﹤0.01%
4,096
+787
2035
$902K ﹤0.01%
18,079
+1,168
2036
$901K ﹤0.01%
32,468
-1,516
2037
$898K ﹤0.01%
36,703
+16,961
2038
$898K ﹤0.01%
44,267
-4,189
2039
$897K ﹤0.01%
2,218
-62
2040
$896K ﹤0.01%
6,173
+3,671
2041
$894K ﹤0.01%
33,388
-3,112
2042
$892K ﹤0.01%
41,471
+17,426
2043
$890K ﹤0.01%
14,976
+2,375
2044
$890K ﹤0.01%
27,871
+555
2045
$890K ﹤0.01%
26,113
-7,542
2046
$887K ﹤0.01%
16,013
+3,477
2047
$886K ﹤0.01%
36,722
2048
$885K ﹤0.01%
48,118
-21,698
2049
$884K ﹤0.01%
28,814
-4,874
2050
$884K ﹤0.01%
17,520
+4,564
80 81
82
83 84