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
2101
$836K ﹤0.01%
+33,205
2102
$834K ﹤0.01%
9,278
-74
2103
$833K ﹤0.01%
29,065
-1,210
2104
$831K ﹤0.01%
54,980
+9,492
2105
$830K ﹤0.01%
21,303
-2,767
2106
$830K ﹤0.01%
24,173
-366
2107
$829K ﹤0.01%
7,089
-1,376
2108
$829K ﹤0.01%
19,658
-6,324
2109
$828K ﹤0.01%
68,345
-2,680
2110
$828K ﹤0.01%
24,458
-7,381
2111
$828K ﹤0.01%
32,519
+3,812
2112
$826K ﹤0.01%
82,310
-36,457
2113
$823K ﹤0.01%
72,544
-469
2114
$821K ﹤0.01%
8,137
+837
2115
$821K ﹤0.01%
10,213
-2,634
2116
$820K ﹤0.01%
54,527
-21
2117
$820K ﹤0.01%
5,588
+85
2118
$819K ﹤0.01%
31,812
-438
2119
$819K ﹤0.01%
34,955
+5,744
2120
$813K ﹤0.01%
9,571
-1,365
2121
$812K ﹤0.01%
38,791
+8,195
2122
$812K ﹤0.01%
5,985
+542
2123
$809K ﹤0.01%
9,598
+6,365
2124
$808K ﹤0.01%
27,594
+555
2125
$808K ﹤0.01%
78,176
+19,128
83 84
85
86 87