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
2076
$858K ﹤0.01%
13,201
+284
2077
$857K ﹤0.01%
40,100
-345
2078
$856K ﹤0.01%
40,712
+10,916
2079
$852K ﹤0.01%
10,991
-619
2080
$852K ﹤0.01%
+18,339
2081
$848K ﹤0.01%
17,311
+370
2082
$848K ﹤0.01%
28,422
+13,480
2083
$847K ﹤0.01%
12,621
+2,144
2084
$847K ﹤0.01%
3,459
+728
2085
$847K ﹤0.01%
27,932
-458
2086
$846K ﹤0.01%
10,955
+127
2087
$845K ﹤0.01%
16,751
-65,808
2088
$845K ﹤0.01%
387,698
-45,350
2089
$844K ﹤0.01%
23,754
-397
2090
$842K ﹤0.01%
42,685
-4,717
2091
$842K ﹤0.01%
2,412
-574
2092
$841K ﹤0.01%
10,789
-1,139
2093
$840K ﹤0.01%
33,895
+12,314
2094
$839K ﹤0.01%
82,014
+6,360
2095
$839K ﹤0.01%
13,102
+6,105
2096
$838K ﹤0.01%
16,472
+157
2097
$837K ﹤0.01%
21,897
+5,784
2098
$837K ﹤0.01%
+13,080
2099
$836K ﹤0.01%
74,487
-2,114
2100
$836K ﹤0.01%
36,417
-13,803
82 83
84
85 86