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
2051
$884K ﹤0.01%
37,628
+7,900
2052
$883K ﹤0.01%
14,520
+2,785
2053
$883K ﹤0.01%
20,360
-510
2054
$882K ﹤0.01%
106,620
-25,374
2055
$882K ﹤0.01%
26,019
-1,862
2056
$882K ﹤0.01%
15,138
-17
2057
$880K ﹤0.01%
256,504
+151,255
2058
$880K ﹤0.01%
47,234
+5,050
2059
$879K ﹤0.01%
5,363
-511
2060
$877K ﹤0.01%
33,539
+2,997
2061
$875K ﹤0.01%
20,286
-11,893
2062
$874K ﹤0.01%
23,704
-338
2063
$873K ﹤0.01%
11,711
-1,709
2064
$871K ﹤0.01%
18,904
+7,454
2065
$870K ﹤0.01%
33,963
+18,477
2066
$870K ﹤0.01%
+22,779
2067
$869K ﹤0.01%
8,930
+4,534
2068
$867K ﹤0.01%
13,709
-39,170
2069
$867K ﹤0.01%
34,731
-2,353
2070
$864K ﹤0.01%
21,457
+13,014
2071
$864K ﹤0.01%
+21,995
2072
$861K ﹤0.01%
7,626
-164
2073
$860K ﹤0.01%
67,204
-5,348
2074
$859K ﹤0.01%
18,146
+1,672
2075
$858K ﹤0.01%
17,557
-45,792
81 82
83
84 85