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
726
$321K 0.02%
+8,748
727
$320K 0.02%
+27,356
728
$320K 0.02%
+44,850
729
$320K 0.02%
+4,901
730
$320K 0.02%
+12,748
731
$320K 0.02%
+5,235
732
$319K 0.02%
+16,413
733
$318K 0.02%
+43,163
734
$318K 0.02%
+9,312
735
$318K 0.02%
+19,750
736
$316K 0.02%
+2,806
737
$315K 0.02%
+8,928
738
$315K 0.02%
+23,758
739
$315K 0.02%
+28,941
740
$315K 0.02%
+1,354
741
$315K 0.02%
+2,497
742
$312K 0.02%
+41,020
743
$312K 0.02%
+13,938
744
$311K 0.02%
+3,675
745
$310K 0.02%
+12,014
746
$307K 0.02%
+9,029
747
$306K 0.02%
+23,571
748
$306K 0.02%
+6,742
749
$305K 0.02%
+8,143
750
$305K 0.02%
+21,910
28 29
30
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