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
2176
$754K ﹤0.01%
28,926
-7,538
2177
$753K ﹤0.01%
10,263
-1,244
2178
$752K ﹤0.01%
6,995
-293
2179
$749K ﹤0.01%
15,646
-648
2180
$749K ﹤0.01%
25,537
-3,063
2181
$747K ﹤0.01%
59,845
+1,864
2182
$747K ﹤0.01%
68,470
+8,061
2183
$747K ﹤0.01%
3,768
-133
2184
$746K ﹤0.01%
9,344
-344
2185
$746K ﹤0.01%
13,467
-233
2186
$745K ﹤0.01%
67,519
+8,972
2187
$745K ﹤0.01%
27,296
-1,774
2188
$744K ﹤0.01%
18,302
+4,068
2189
$743K ﹤0.01%
25,978
+12,783
2190
$742K ﹤0.01%
1,333
+52
2191
$741K ﹤0.01%
+41,839
2192
$740K ﹤0.01%
14,441
-1,510
2193
$738K ﹤0.01%
11,466
-1,117
2194
$738K ﹤0.01%
9,087
+877
2195
$737K ﹤0.01%
18,492
-1,453
2196
$737K ﹤0.01%
10,493
+9
2197
$736K ﹤0.01%
23,003
-30,366
2198
$736K ﹤0.01%
140,727
+101,089
2199
$736K ﹤0.01%
584,446
-27,966
2200
$733K ﹤0.01%
21,040
+6,901
86 87
88
89 90