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
576
$464K 0.02%
+4,576
577
$463K 0.02%
+5,175
578
$459K 0.02%
+12,822
579
$459K 0.02%
+35,154
580
$457K 0.02%
+24,844
581
$457K 0.02%
+8,244
582
$457K 0.02%
+42,286
583
$455K 0.02%
+8,305
584
$454K 0.02%
+8,712
585
$453K 0.02%
+20,930
586
$452K 0.02%
+65,441
587
$451K 0.02%
+8,028
588
$451K 0.02%
+9,648
589
$451K 0.02%
+30,443
590
$451K 0.02%
+9,342
591
$449K 0.02%
+22,948
592
$449K 0.02%
+36,891
593
$445K 0.02%
+6,654
594
$441K 0.02%
+10,386
595
$440K 0.02%
+12,452
596
$439K 0.02%
+7,504
597
$438K 0.02%
+46,798
598
$435K 0.02%
+15,854
599
$435K 0.02%
+16,653
600
$435K 0.02%
+37,888
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