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
701
$344K 0.02%
+7,725
702
$344K 0.02%
+8,632
703
$343K 0.02%
+6,350
704
$343K 0.02%
+37,052
705
$340K 0.02%
+4,267
706
$338K 0.02%
+1,315
707
$338K 0.02%
+12,176
708
$337K 0.02%
+8,438
709
$336K 0.02%
+21,183
710
$335K 0.02%
+6,624
711
$335K 0.02%
+4,420
712
$334K 0.02%
+3,083
713
$333K 0.02%
+4,011
714
$331K 0.02%
+4,473
715
$330K 0.02%
+5,012
716
$330K 0.02%
+9,403
717
$328K 0.02%
+3,260
718
$328K 0.02%
+26,808
719
$326K 0.02%
+22,495
720
$326K 0.02%
+4,310
721
$325K 0.02%
+21,840
722
$324K 0.02%
+5,997
723
$324K 0.02%
+3,277
724
$323K 0.02%
+11,686
725
$322K 0.02%
+6,095
27 28
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30 31