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
2451
$549K ﹤0.01%
23,105
+7,024
2452
$549K ﹤0.01%
+21,098
2453
$548K ﹤0.01%
28,448
+683
2454
$548K ﹤0.01%
6,331
+410
2455
$547K ﹤0.01%
15,152
-425
2456
$546K ﹤0.01%
7,266
+718
2457
$546K ﹤0.01%
13,529
-2,110
2458
$545K ﹤0.01%
54,298
+26,528
2459
$544K ﹤0.01%
12,102
+3,986
2460
$543K ﹤0.01%
26,905
+2,633
2461
$543K ﹤0.01%
4,819
-334
2462
$543K ﹤0.01%
1,891
-7,288
2463
$542K ﹤0.01%
+10,502
2464
$542K ﹤0.01%
3,202
+1,003
2465
$542K ﹤0.01%
49,843
+37,561
2466
$542K ﹤0.01%
127,565
+5,012
2467
$542K ﹤0.01%
+16,788
2468
$541K ﹤0.01%
11,873
-63
2469
$541K ﹤0.01%
18,960
+6,760
2470
$540K ﹤0.01%
3,760
+72
2471
$540K ﹤0.01%
34,830
2472
$540K ﹤0.01%
+7,150
2473
$540K ﹤0.01%
17,755
+1,286
2474
$539K ﹤0.01%
16,761
-1,687
2475
$538K ﹤0.01%
37,497
-23,963
97 98
99
100 101