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
2201
$733K ﹤0.01%
13,899
-41
2202
$731K ﹤0.01%
62,550
+5,125
2203
$730K ﹤0.01%
16,680
+9,814
2204
$730K ﹤0.01%
15,187
-669
2205
$730K ﹤0.01%
8,311
+53
2206
$729K ﹤0.01%
7,919
-145
2207
$728K ﹤0.01%
+23,161
2208
$728K ﹤0.01%
16,458
+1,278
2209
$728K ﹤0.01%
6,918
+270
2210
$727K ﹤0.01%
16,770
+949
2211
$727K ﹤0.01%
20,218
+1,307
2212
$726K ﹤0.01%
23,523
+8,574
2213
$724K ﹤0.01%
106,665
+24,039
2214
$724K ﹤0.01%
29,818
+12,514
2215
$724K ﹤0.01%
29,829
-369
2216
$724K ﹤0.01%
8,156
+648
2217
$723K ﹤0.01%
75,364
+10,519
2218
$723K ﹤0.01%
7,874
+4,350
2219
$723K ﹤0.01%
10,919
-1,314
2220
$720K ﹤0.01%
27,995
+205
2221
$719K ﹤0.01%
23,564
-13,161
2222
$717K ﹤0.01%
1,472
+60
2223
$717K ﹤0.01%
21,196
+657
2224
$714K ﹤0.01%
20,084
+5,485
2225
$714K ﹤0.01%
33,923
+10,172
87 88
89
90 91