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
2126
$808K ﹤0.01%
21,490
+1,050
2127
$807K ﹤0.01%
30,887
+2,984
2128
$807K ﹤0.01%
9,706
+717
2129
$807K ﹤0.01%
31,171
-2,741
2130
$805K ﹤0.01%
15,896
+8,326
2131
$805K ﹤0.01%
33,061
-11,162
2132
$802K ﹤0.01%
20,649
+300
2133
$801K ﹤0.01%
31,176
+7,112
2134
$798K ﹤0.01%
7,059
+23
2135
$797K ﹤0.01%
77,722
-25,223
2136
$794K ﹤0.01%
15,540
+35
2137
$793K ﹤0.01%
23,412
-9,446
2138
$792K ﹤0.01%
2,723
+1,228
2139
$791K ﹤0.01%
75,197
-17,121
2140
$790K ﹤0.01%
19,139
-2,012
2141
$789K ﹤0.01%
11,876
-1,009
2142
$788K ﹤0.01%
41,117
+7,393
2143
$788K ﹤0.01%
8,644
-899
2144
$784K ﹤0.01%
25,880
-13,937
2145
$784K ﹤0.01%
41,266
-2,046
2146
$779K ﹤0.01%
6,781
+148
2147
$778K ﹤0.01%
5,552
-1,852
2148
$774K ﹤0.01%
16,172
+667
2149
$774K ﹤0.01%
2,371
-163
2150
$773K ﹤0.01%
43,062
+28,855
84 85
86
87 88