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
2326
$637K ﹤0.01%
+65,993
2327
$636K ﹤0.01%
19,094
+5,906
2328
$636K ﹤0.01%
99,933
-8,683
2329
$634K ﹤0.01%
159,267
+5,403
2330
$633K ﹤0.01%
29,630
+1,103
2331
$633K ﹤0.01%
34,646
+3,295
2332
$633K ﹤0.01%
5,006
+964
2333
$629K ﹤0.01%
44,338
-468
2334
$629K ﹤0.01%
12,858
-31
2335
$629K ﹤0.01%
28,528
-3,953
2336
$629K ﹤0.01%
16,996
-4,613
2337
$629K ﹤0.01%
15,328
-394
2338
$629K ﹤0.01%
56,067
+8,840
2339
$628K ﹤0.01%
31,715
-26,985
2340
$628K ﹤0.01%
90,423
-1,219
2341
$628K ﹤0.01%
8,142
-500
2342
$628K ﹤0.01%
13,122
+1,112
2343
$627K ﹤0.01%
9,563
+1,478
2344
$627K ﹤0.01%
24,583
-1,338
2345
$626K ﹤0.01%
7,708
-367
2346
$625K ﹤0.01%
14,119
-1,299
2347
$624K ﹤0.01%
25,252
+2,688
2348
$624K ﹤0.01%
26,743
-82,443
2349
$624K ﹤0.01%
20,505
-8,058
2350
$624K ﹤0.01%
40,439
+1,071
92 93
94
95 96