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
551
$497K 0.03%
+35,147
552
$495K 0.03%
+22,636
553
$495K 0.03%
+11,334
554
$494K 0.03%
+2,296
555
$494K 0.03%
+12,438
556
$494K 0.03%
+6,417
557
$490K 0.02%
+7,868
558
$489K 0.02%
+11,568
559
$485K 0.02%
+11,813
560
$485K 0.02%
+3,445
561
$482K 0.02%
+13,862
562
$481K 0.02%
+21,293
563
$481K 0.02%
+2,586
564
$480K 0.02%
+5,584
565
$478K 0.02%
+6,531
566
$478K 0.02%
+11,718
567
$478K 0.02%
+7,287
568
$477K 0.02%
+23,240
569
$475K 0.02%
+6,594
570
$475K 0.02%
+11,317
571
$472K 0.02%
+20,402
572
$469K 0.02%
+12,038
573
$469K 0.02%
+15,946
574
$466K 0.02%
+7,484
575
$466K 0.02%
+23,118
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