Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
26
$14.1M 0.72%
+196,277
27
$13.9M 0.71%
+210,412
28
$13M 0.66%
+257,706
29
$12.4M 0.63%
+243,668
30
$12.4M 0.63%
+111,052
31
$12M 0.61%
+164,113
32
$11.8M 0.6%
+152,984
33
$11.6M 0.59%
+436,768
34
$11.2M 0.57%
+104,664
35
$11.1M 0.56%
+132,336
36
$11.1M 0.56%
+60,628
37
$10.9M 0.56%
+156,716
38
$10.6M 0.54%
+71,543
39
$10.5M 0.53%
+155,626
40
$10.3M 0.53%
+254,788
41
$10.3M 0.52%
+123,393
42
$10.3M 0.52%
+179,358
43
$10.2M 0.52%
+292,597
44
$9.95M 0.51%
+103,187
45
$9.78M 0.5%
+104,331
46
$9.56M 0.49%
+276,803
47
$9.1M 0.46%
+91,924
48
$9.04M 0.46%
+43,032
49
$8.73M 0.44%
+678,821
50
$8.6M 0.44%
+108,758
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