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
2401
$584K ﹤0.01%
6,806
-108
2402
$583K ﹤0.01%
9,998
+855
2403
$583K ﹤0.01%
10,641
+1
2404
$582K ﹤0.01%
76,135
-325
2405
$580K ﹤0.01%
+27,311
2406
$579K ﹤0.01%
+5,322
2407
$579K ﹤0.01%
6,937
2408
$577K ﹤0.01%
18,852
-1,986
2409
$577K ﹤0.01%
12,891
-2,887
2410
$577K ﹤0.01%
15,133
-2,474
2411
$576K ﹤0.01%
22,991
-930
2412
$575K ﹤0.01%
7,503
+185
2413
$575K ﹤0.01%
20,388
+4,948
2414
$574K ﹤0.01%
15,241
-1,603
2415
$574K ﹤0.01%
11,015
+64
2416
$573K ﹤0.01%
51,136
+12,943
2417
$573K ﹤0.01%
33,215
-9,887
2418
$570K ﹤0.01%
3,077
-31
2419
$569K ﹤0.01%
4,652
+1
2420
$569K ﹤0.01%
24,433
-9,510
2421
$569K ﹤0.01%
40,979
+1,384
2422
$569K ﹤0.01%
26,881
-2,860
2423
$569K ﹤0.01%
10,866
-13,402
2424
$568K ﹤0.01%
46,517
-168,026
2425
$568K ﹤0.01%
10,654
+1,162
95 96
97
98 99