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
526
$523K 0.03%
+395
527
$522K 0.03%
+11,188
528
$521K 0.03%
+8,632
529
$518K 0.03%
+23,046
530
$515K 0.03%
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531
$513K 0.03%
+7,052
532
$510K 0.03%
+13,598
533
$509K 0.03%
+6,149
534
$509K 0.03%
+7,926
535
$508K 0.03%
+11,944
536
$507K 0.03%
+69,554
537
$507K 0.03%
+24,301
538
$507K 0.03%
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539
$507K 0.03%
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540
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541
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542
$506K 0.03%
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543
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544
$503K 0.03%
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545
$502K 0.03%
+29,900
546
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547
$499K 0.03%
+7,215
548
$498K 0.03%
+11,536
549
$497K 0.03%
+10,312
550
$497K 0.03%
+30,260
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