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
451
$625K 0.03%
+30,420
452
$621K 0.03%
+28,556
453
$618K 0.03%
+86,131
454
$617K 0.03%
+14,588
455
$617K 0.03%
+19,832
456
$616K 0.03%
+12,552
457
$615K 0.03%
+5,344
458
$613K 0.03%
+14,951
459
$613K 0.03%
+10,218
460
$612K 0.03%
+47,572
461
$609K 0.03%
+9,685
462
$609K 0.03%
+15,928
463
$607K 0.03%
+36,629
464
$605K 0.03%
+14,034
465
$603K 0.03%
+8,997
466
$602K 0.03%
+80,673
467
$599K 0.03%
+16,862
468
$599K 0.03%
+62,888
469
$598K 0.03%
+27,631
470
$597K 0.03%
+11,594
471
$596K 0.03%
+48,089
472
$596K 0.03%
+1,779
473
$594K 0.03%
+18,848
474
$594K 0.03%
+3,193
475
$593K 0.03%
+23,703
17 18
19
20 21