Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,107
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$47.6M
3
+$44.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$42.9M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$34.4M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.62%
2 Healthcare 5.06%
3 Financials 4.55%
4 Consumer Staples 4.2%
5 Technology 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.09M 0.06%
+33,978
302
$1.09M 0.06%
+73,143
303
$1.09M 0.06%
+22,460
304
$1.09M 0.06%
+100,696
305
$1.09M 0.06%
+51,205
306
$1.08M 0.06%
+84,176
307
$1.08M 0.05%
+31,626
308
$1.07M 0.05%
+41,700
309
$1.06M 0.05%
+77,803
310
$1.05M 0.05%
+41,667
311
$1.05M 0.05%
+12,273
312
$1.05M 0.05%
+25,952
313
$1.04M 0.05%
+33,961
314
$1.04M 0.05%
+30,950
315
$1.04M 0.05%
+63,662
316
$1.02M 0.05%
+33,479
317
$1.02M 0.05%
+19,953
318
$1.02M 0.05%
+24,531
319
$1.02M 0.05%
+114,373
320
$1.01M 0.05%
+9,256
321
$1.01M 0.05%
+9,533
322
$1.01M 0.05%
+25,962
323
$1M 0.05%
+29,035
324
$986K 0.05%
+28,368
325
$980K 0.05%
+22,245
11 12
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