Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $32.9B
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
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
51
$8.49M 0.43%
+175,673
52
$8.3M 0.42%
+70,069
53
$7.76M 0.39%
+68,306
54
$7.39M 0.38%
+184,328
55
$7.25M 0.37%
+61,230
56
$7.16M 0.36%
+284,725
57
$7.09M 0.36%
+184,078
58
$7.05M 0.36%
+92,380
59
$6.84M 0.35%
+209,897
60
$6.76M 0.34%
+94,802
61
$6.65M 0.34%
+274,275
62
$6.54M 0.33%
+283,340
63
$6.49M 0.33%
+419,612
64
$6.3M 0.32%
+77,005
65
$6.17M 0.31%
+431,921
66
$6.12M 0.31%
+92,317
67
$6.07M 0.31%
+245,060
68
$5.98M 0.3%
+272,618
69
$5.95M 0.3%
+313,811
70
$5.83M 0.3%
+126,666
71
$5.77M 0.29%
+63,083
72
$5.68M 0.29%
+254,979
73
$5.67M 0.29%
+108,524
74
$5.67M 0.29%
+92,455
75
$5.65M 0.29%
+173,872
1 2
3
4 5