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
676
$369K 0.02%
+30,275
677
$367K 0.02%
+18,676
678
$367K 0.02%
+21,069
679
$367K 0.02%
+9,199
680
$367K 0.02%
+7,554
681
$366K 0.02%
+22,832
682
$366K 0.02%
+36,030
683
$365K 0.02%
+37,154
684
$363K 0.02%
+8,632
685
$363K 0.02%
+5,883
686
$361K 0.02%
+7,914
687
$357K 0.02%
+8,160
688
$355K 0.02%
+10,348
689
$354K 0.02%
+8,628
690
$353K 0.02%
+4,819
691
$352K 0.02%
+36,813
692
$351K 0.02%
+3,674
693
$349K 0.02%
+28,831
694
$348K 0.02%
+7,035
695
$348K 0.02%
+34,051
696
$347K 0.02%
+24,095
697
$346K 0.02%
+7,189
698
$346K 0.02%
+9,044
699
$345K 0.02%
+4,462
700
$344K 0.02%
+9,868
26 27
28
29 30