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
651
$385K 0.02%
+16,038
652
$385K 0.02%
+34,988
653
$384K 0.02%
+14,420
654
$383K 0.02%
+7,860
655
$382K 0.02%
+21,179
656
$382K 0.02%
+25,500
657
$381K 0.02%
+9,995
658
$381K 0.02%
+8,892
659
$379K 0.02%
+20,587
660
$379K 0.02%
+21,064
661
$379K 0.02%
+16,428
662
$378K 0.02%
+25,600
663
$377K 0.02%
+29,959
664
$375K 0.02%
+14,884
665
$375K 0.02%
+7,081
666
$375K 0.02%
+11,736
667
$373K 0.02%
+7,703
668
$372K 0.02%
+14,375
669
$370K 0.02%
+23,920
670
$370K 0.02%
+7,723
671
$370K 0.02%
+4,769
672
$369K 0.02%
+25,447
673
$369K 0.02%
+4,513
674
$369K 0.02%
+21,872
675
$369K 0.02%
+21,359
25 26
27
28 29