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
626
$410K 0.02%
+4,871
627
$408K 0.02%
+12,564
628
$408K 0.02%
+20,733
629
$408K 0.02%
+6,459
630
$407K 0.02%
+23,644
631
$407K 0.02%
+9,020
632
$406K 0.02%
+5,575
633
$404K 0.02%
+24,886
634
$404K 0.02%
+12,362
635
$403K 0.02%
+4,760
636
$400K 0.02%
+9,197
637
$400K 0.02%
+15,399
638
$399K 0.02%
+18,735
639
$399K 0.02%
+6,719
640
$397K 0.02%
+5,732
641
$397K 0.02%
+9,949
642
$396K 0.02%
+16,214
643
$396K 0.02%
+10,666
644
$394K 0.02%
+68,325
645
$394K 0.02%
+47,418
646
$393K 0.02%
+13,421
647
$392K 0.02%
+28,136
648
$391K 0.02%
+16,639
649
$391K 0.02%
+6,307
650
$390K 0.02%
+18,161
24 25
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