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
1026
$135K 0.01%
+14,995
1027
$133K 0.01%
+36,377
1028
$131K 0.01%
+16,927
1029
$129K 0.01%
+10,783
1030
$128K 0.01%
+2,334
1031
$127K 0.01%
+13,362
1032
$127K 0.01%
+16,514
1033
$127K 0.01%
+1,008
1034
$124K 0.01%
+41,530
1035
$124K 0.01%
+12,921
1036
$124K 0.01%
+11,745
1037
$123K 0.01%
+16,000
1038
$123K 0.01%
+24,789
1039
$123K 0.01%
+10,095
1040
$122K 0.01%
+3,907
1041
$122K 0.01%
+12,935
1042
$122K 0.01%
+10,175
1043
$121K 0.01%
+2,112
1044
$120K 0.01%
+22,167
1045
$119K 0.01%
+3,511
1046
$119K 0.01%
+13,325
1047
$116K 0.01%
+1,020
1048
$112K 0.01%
+1,304
1049
$112K 0.01%
+19,106
1050
$109K 0.01%
+14,292
40 41
42
43 44