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
826
$256K 0.01%
+16,545
827
$255K 0.01%
+5,839
828
$255K 0.01%
+7,983
829
$254K 0.01%
+5,575
830
$254K 0.01%
+6,439
831
$253K 0.01%
+6,510
832
$253K 0.01%
+4,758
833
$253K 0.01%
+5,012
834
$253K 0.01%
+18,043
835
$252K 0.01%
+8,846
836
$251K 0.01%
+5,513
837
$251K 0.01%
+10,440
838
$250K 0.01%
+22,600
839
$250K 0.01%
+49,083
840
$249K 0.01%
+4,458
841
$249K 0.01%
+4,091
842
$248K 0.01%
+4,989
843
$248K 0.01%
+34,050
844
$247K 0.01%
+28,390
845
$246K 0.01%
+21,200
846
$246K 0.01%
+1,088
847
$245K 0.01%
+21,480
848
$245K 0.01%
+18,420
849
$244K 0.01%
+2,218
850
$244K 0.01%
+3,552
32 33
34
35 36