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
601
$434K 0.02%
+4,568
602
$432K 0.02%
+10,523
603
$431K 0.02%
+24,584
604
$431K 0.02%
+18,590
605
$431K 0.02%
+11,604
606
$431K 0.02%
+10,398
607
$430K 0.02%
+20,254
608
$429K 0.02%
+7,967
609
$429K 0.02%
+26,485
610
$429K 0.02%
+22,163
611
$428K 0.02%
+16,599
612
$422K 0.02%
+10,686
613
$422K 0.02%
+6,352
614
$422K 0.02%
+3,820
615
$421K 0.02%
+39,564
616
$420K 0.02%
+9,336
617
$420K 0.02%
+3,480
618
$418K 0.02%
+9,313
619
$416K 0.02%
+30,980
620
$415K 0.02%
+4,528
621
$413K 0.02%
+16,417
622
$412K 0.02%
+4,042
623
$412K 0.02%
+1,635
624
$412K 0.02%
+5,991
625
$411K 0.02%
+21,737
23 24
25
26 27