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
1001
$161K 0.01%
+4,757
1002
$161K 0.01%
+14,321
1003
$161K 0.01%
+16,934
1004
$159K 0.01%
+12,175
1005
$156K 0.01%
+19,512
1006
$155K 0.01%
+54,935
1007
$155K 0.01%
+13,650
1008
$154K 0.01%
+26,824
1009
$154K 0.01%
+10,053
1010
$154K 0.01%
+7,337
1011
$151K 0.01%
+10,563
1012
$151K 0.01%
+686
1013
$150K 0.01%
+11,040
1014
$149K 0.01%
+13,670
1015
$146K 0.01%
+15,735
1016
$146K 0.01%
+6,091
1017
$145K 0.01%
+10,276
1018
$145K 0.01%
+53,600
1019
$143K 0.01%
+23,920
1020
$141K 0.01%
+10,431
1021
$141K 0.01%
+10,480
1022
$140K 0.01%
+13,755
1023
$139K 0.01%
+19,000
1024
$138K 0.01%
+5,062
1025
$136K 0.01%
+5,031
39 40
41
42 43