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
2376
$603K ﹤0.01%
1,596
+2
2377
$602K ﹤0.01%
23,047
-218
2378
$602K ﹤0.01%
3,179
-101
2379
$600K ﹤0.01%
20,622
+5,234
2380
$599K ﹤0.01%
+22,078
2381
$597K ﹤0.01%
8,520
+1,159
2382
$597K ﹤0.01%
+34,381
2383
$596K ﹤0.01%
11,499
-51
2384
$596K ﹤0.01%
23,777
-10,329
2385
$595K ﹤0.01%
47,970
-219
2386
$595K ﹤0.01%
8,038
-20
2387
$594K ﹤0.01%
12,915
+5,155
2388
$594K ﹤0.01%
16,171
+2,842
2389
$594K ﹤0.01%
19,291
-313
2390
$593K ﹤0.01%
15,108
+9,463
2391
$593K ﹤0.01%
37,061
-477
2392
$592K ﹤0.01%
10,100
-756
2393
$591K ﹤0.01%
104,562
-91,514
2394
$590K ﹤0.01%
18,007
-17,310
2395
$589K ﹤0.01%
7,697
-303
2396
$588K ﹤0.01%
8,558
+1,700
2397
$588K ﹤0.01%
20,728
-23,796
2398
$587K ﹤0.01%
10,524
+555
2399
$586K ﹤0.01%
3,223
-33
2400
$585K ﹤0.01%
27,437
+76
94 95
96
97 98