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
2226
$714K ﹤0.01%
8,981
+1,282
2227
$711K ﹤0.01%
70,580
+30,825
2228
$711K ﹤0.01%
50,900
-6,733
2229
$711K ﹤0.01%
28,066
+18,717
2230
$711K ﹤0.01%
31,256
-825
2231
$703K ﹤0.01%
+9,337
2232
$703K ﹤0.01%
2,143
+115
2233
$703K ﹤0.01%
7,568
-97
2234
$703K ﹤0.01%
17,350
-5,800
2235
$701K ﹤0.01%
23,658
-12,599
2236
$699K ﹤0.01%
+16,910
2237
$698K ﹤0.01%
6,066
-2,813
2238
$696K ﹤0.01%
61,798
-58,466
2239
$694K ﹤0.01%
+16,174
2240
$694K ﹤0.01%
4,490
-453
2241
$691K ﹤0.01%
8,885
+6,068
2242
$690K ﹤0.01%
14,538
+2,243
2243
$689K ﹤0.01%
33,156
-10,200
2244
$689K ﹤0.01%
21,292
+3,379
2245
$689K ﹤0.01%
30,771
+15,652
2246
$688K ﹤0.01%
22,930
+12,381
2247
$688K ﹤0.01%
13,237
-4,063
2248
$684K ﹤0.01%
46,958
-31,338
2249
$684K ﹤0.01%
20,547
-5,718
2250
$683K ﹤0.01%
2,290
+109
88 89
90
91 92