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
501
$555K 0.03%
+2,594
502
$553K 0.03%
+25,111
503
$552K 0.03%
+16,560
504
$547K 0.03%
+7,969
505
$546K 0.03%
+37,180
506
$545K 0.03%
+21,758
507
$545K 0.03%
+51,468
508
$542K 0.03%
+21,672
509
$542K 0.03%
+7,573
510
$540K 0.03%
+39,685
511
$540K 0.03%
+11,003
512
$540K 0.03%
+18,804
513
$539K 0.03%
+18,918
514
$535K 0.03%
+45,510
515
$534K 0.03%
+44,902
516
$534K 0.03%
+17,017
517
$529K 0.03%
+67,200
518
$529K 0.03%
+10,043
519
$528K 0.03%
+5,470
520
$527K 0.03%
+6,745
521
$527K 0.03%
+7,025
522
$527K 0.03%
+14,107
523
$525K 0.03%
+26,185
524
$523K 0.03%
+14,380
525
$523K 0.03%
+37,376
19 20
21
22 23