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
201
$32.6M 0.1%
565,128
+14,996
202
$32.3M 0.1%
309,498
+36,360
203
$32.2M 0.1%
61,084
+913
204
$32.2M 0.1%
804,228
-11,373
205
$32M 0.1%
4,412,418
-1,587,509
206
$31.4M 0.1%
441,199
+64,321
207
$31.4M 0.1%
309,238
+14,161
208
$31.4M 0.1%
197,194
+4,208
209
$31.4M 0.1%
1,192,570
+87,136
210
$31.3M 0.1%
733,297
+215,285
211
$31.2M 0.1%
1,255,258
+214,671
212
$31.2M 0.1%
526,860
+11,095
213
$31.2M 0.09%
674,910
+285,524
214
$31.1M 0.09%
97,611
+2,168
215
$31M 0.09%
151,674
+3,054
216
$31M 0.09%
769,846
+489,737
217
$31M 0.09%
282,818
+145,044
218
$30.9M 0.09%
134,871
+1,126
219
$30.9M 0.09%
470,899
+64,023
220
$30.8M 0.09%
95,341
+5,985
221
$30.8M 0.09%
876,219
+355,565
222
$30.7M 0.09%
226,252
-6,819
223
$30.3M 0.09%
484,487
-30,313
224
$30.3M 0.09%
108,417
+171
225
$30.2M 0.09%
422,624
-78,751
7 8
9
10 11