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
426
$688K 0.04%
+11,970
427
$684K 0.03%
+11,989
428
$679K 0.03%
+12,759
429
$676K 0.03%
+11,051
430
$675K 0.03%
+11,195
431
$674K 0.03%
+18,124
432
$672K 0.03%
+6,815
433
$672K 0.03%
+13,863
434
$670K 0.03%
+12,001
435
$668K 0.03%
+25,609
436
$665K 0.03%
+16,079
437
$662K 0.03%
+15,989
438
$661K 0.03%
+14,878
439
$655K 0.03%
+27,404
440
$652K 0.03%
+56,996
441
$652K 0.03%
+25,445
442
$651K 0.03%
+16,597
443
$645K 0.03%
+15,357
444
$644K 0.03%
+53,220
445
$639K 0.03%
+9,004
446
$638K 0.03%
+14,956
447
$638K 0.03%
+14,546
448
$638K 0.03%
+17,123
449
$636K 0.03%
+7,589
450
$626K 0.03%
+2,692
16 17
18
19 20