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
2151
$772K ﹤0.01%
8,056
+2,881
2152
$770K ﹤0.01%
8,109
+171
2153
$769K ﹤0.01%
30,265
+22,208
2154
$769K ﹤0.01%
42,614
+1,583
2155
$768K ﹤0.01%
+8,893
2156
$768K ﹤0.01%
10,053
+2,019
2157
$767K ﹤0.01%
100,131
+10,385
2158
$766K ﹤0.01%
41,876
+1,511
2159
$766K ﹤0.01%
104,152
+619
2160
$765K ﹤0.01%
44,805
-40,406
2161
$764K ﹤0.01%
16,014
-11,512
2162
$764K ﹤0.01%
18,794
-20
2163
$764K ﹤0.01%
31,512
-2,308
2164
$763K ﹤0.01%
8,032
+908
2165
$762K ﹤0.01%
13,788
-1,150
2166
$762K ﹤0.01%
4,547
+57
2167
$761K ﹤0.01%
20,147
-1
2168
$759K ﹤0.01%
20,134
+660
2169
$759K ﹤0.01%
8,322
+1,584
2170
$759K ﹤0.01%
15,053
2171
$758K ﹤0.01%
19,009
-17,863
2172
$757K ﹤0.01%
30,935
+438
2173
$757K ﹤0.01%
28,267
+16,381
2174
$757K ﹤0.01%
21,451
+1,854
2175
$754K ﹤0.01%
10,272
-1,733
85 86
87
88 89