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
2276
$666K ﹤0.01%
68,530
+21,917
2277
$666K ﹤0.01%
35,411
-43,926
2278
$665K ﹤0.01%
2,053
-223
2279
$665K ﹤0.01%
12,913
-1,701
2280
$665K ﹤0.01%
17,979
-795
2281
$662K ﹤0.01%
+5,170
2282
$662K ﹤0.01%
114,180
+14,560
2283
$661K ﹤0.01%
1,944
-673
2284
$661K ﹤0.01%
3,034
-359
2285
$661K ﹤0.01%
+16,039
2286
$661K ﹤0.01%
3,910
+2,219
2287
$661K ﹤0.01%
24,105
-39,578
2288
$660K ﹤0.01%
25,906
-1,550
2289
$660K ﹤0.01%
+13,105
2290
$659K ﹤0.01%
30,625
-31,182
2291
$658K ﹤0.01%
20,104
+7,612
2292
$657K ﹤0.01%
27,866
-139
2293
$657K ﹤0.01%
27,280
+13,937
2294
$656K ﹤0.01%
+30,820
2295
$656K ﹤0.01%
16,146
-418
2296
$654K ﹤0.01%
44,055
+1,014
2297
$653K ﹤0.01%
17,936
-6,432
2298
$652K ﹤0.01%
81,686
-12,214
2299
$652K ﹤0.01%
22,108
-1,563
2300
$652K ﹤0.01%
3,473
+267
90 91
92
93 94