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
2301
$652K ﹤0.01%
3,624
+11
2302
$652K ﹤0.01%
8,901
+134
2303
$651K ﹤0.01%
24,242
+3,431
2304
$649K ﹤0.01%
6,207
+1,045
2305
$649K ﹤0.01%
46,553
-31,293
2306
$649K ﹤0.01%
19,550
+3,328
2307
$648K ﹤0.01%
4,493
+250
2308
$648K ﹤0.01%
7,219
-185
2309
$647K ﹤0.01%
21,283
-936
2310
$647K ﹤0.01%
8,362
-5,100
2311
$647K ﹤0.01%
10,435
-347
2312
$646K ﹤0.01%
13,054
-17,445
2313
$646K ﹤0.01%
23,726
-24,663
2314
$646K ﹤0.01%
11,410
-2,013
2315
$646K ﹤0.01%
13,026
+882
2316
$645K ﹤0.01%
8,240
-197
2317
$644K ﹤0.01%
13,807
-4,824
2318
$644K ﹤0.01%
127,249
+10,129
2319
$641K ﹤0.01%
21,160
-35,126
2320
$640K ﹤0.01%
15,584
-1,241
2321
$640K ﹤0.01%
21,561
+140
2322
$640K ﹤0.01%
49,577
-5,461
2323
$637K ﹤0.01%
92,775
+71,739
2324
$637K ﹤0.01%
12,239
-315
2325
$637K ﹤0.01%
47,219
+4,661
91 92
93
94 95