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
801
$269K 0.01%
+13,711
802
$269K 0.01%
+5,992
803
$269K 0.01%
+22,244
804
$268K 0.01%
+10,540
805
$267K 0.01%
+3,650
806
$267K 0.01%
+12,308
807
$265K 0.01%
+16,442
808
$265K 0.01%
+19,919
809
$264K 0.01%
+26,278
810
$263K 0.01%
+5,254
811
$263K 0.01%
+4,357
812
$263K 0.01%
+4,144
813
$262K 0.01%
+7,326
814
$261K 0.01%
+18,387
815
$261K 0.01%
+9,730
816
$259K 0.01%
+6,156
817
$259K 0.01%
+3,443
818
$258K 0.01%
+3,936
819
$258K 0.01%
+22,047
820
$258K 0.01%
+1,734
821
$257K 0.01%
+10,138
822
$257K 0.01%
+3,237
823
$257K 0.01%
+6,127
824
$256K 0.01%
+9,004
825
$256K 0.01%
+3,859
31 32
33
34 35