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
2426
$567K ﹤0.01%
8,326
+23
2427
$567K ﹤0.01%
17,732
-3,666
2428
$567K ﹤0.01%
26,510
+12,500
2429
$564K ﹤0.01%
23,642
-1,524
2430
$563K ﹤0.01%
14,519
-25,569
2431
$563K ﹤0.01%
23,358
-28,457
2432
$563K ﹤0.01%
6,917
-68
2433
$562K ﹤0.01%
1,790
+607
2434
$561K ﹤0.01%
2,044
-114
2435
$561K ﹤0.01%
20,035
2436
$559K ﹤0.01%
15,485
+597
2437
$559K ﹤0.01%
15,838
-1,059
2438
$556K ﹤0.01%
52,310
-35,862
2439
$556K ﹤0.01%
12,016
+230
2440
$556K ﹤0.01%
21,387
-25,388
2441
$555K ﹤0.01%
41,978
-2,695
2442
$555K ﹤0.01%
11,149
-260
2443
$554K ﹤0.01%
10,054
-697
2444
$553K ﹤0.01%
54,469
+8,227
2445
$552K ﹤0.01%
10,161
+2,226
2446
$552K ﹤0.01%
303,142
-98,349
2447
$552K ﹤0.01%
3,838
-261
2448
$551K ﹤0.01%
23,314
+1,028
2449
$551K ﹤0.01%
24,370
+1,525
2450
$550K ﹤0.01%
+19,391
96 97
98
99 100