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
2251
$683K ﹤0.01%
3,645
+580
2252
$681K ﹤0.01%
48,523
+13,749
2253
$681K ﹤0.01%
10,045
-1,882
2254
$681K ﹤0.01%
553,437
+173,800
2255
$681K ﹤0.01%
+2,815
2256
$680K ﹤0.01%
+7,169
2257
$680K ﹤0.01%
20,755
+6,705
2258
$680K ﹤0.01%
55,718
+1,049
2259
$679K ﹤0.01%
2,920
-183
2260
$678K ﹤0.01%
+26,870
2261
$678K ﹤0.01%
30,018
+5,837
2262
$677K ﹤0.01%
10,028
-1,597
2263
$677K ﹤0.01%
16,658
-495
2264
$676K ﹤0.01%
10,245
+2,603
2265
$675K ﹤0.01%
+6,706
2266
$674K ﹤0.01%
21,325
-4,723
2267
$674K ﹤0.01%
12,631
+7,655
2268
$674K ﹤0.01%
21,114
-471
2269
$673K ﹤0.01%
+13,042
2270
$673K ﹤0.01%
146,998
-69,655
2271
$673K ﹤0.01%
12,236
-4,697
2272
$671K ﹤0.01%
13,844
-799
2273
$671K ﹤0.01%
22,352
+1,449
2274
$670K ﹤0.01%
25,444
+8,740
2275
$669K ﹤0.01%
26,184
+9,975
89 90
91
92 93