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
901
$220K 0.01%
+3,820
902
$219K 0.01%
+26,890
903
$219K 0.01%
+9,767
904
$219K 0.01%
+1,427
905
$219K 0.01%
+25,185
906
$218K 0.01%
+8,396
907
$218K 0.01%
+3,783
908
$218K 0.01%
+16,132
909
$218K 0.01%
+4,428
910
$217K 0.01%
+3,666
911
$217K 0.01%
+13,373
912
$217K 0.01%
+5,742
913
$217K 0.01%
+16,653
914
$216K 0.01%
+6,082
915
$215K 0.01%
+5,524
916
$214K 0.01%
+3,609
917
$214K 0.01%
+6,856
918
$214K 0.01%
+10,130
919
$213K 0.01%
+5,226
920
$213K 0.01%
+15,360
921
$212K 0.01%
+4,961
922
$212K 0.01%
+5,378
923
$212K 0.01%
+8,441
924
$212K 0.01%
+2,470
925
$211K 0.01%
+498
35 36
37
38 39